Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
In this digest, we bring you the most insightful free online content, curated by the team at MOI Global. This substack aspires to be a platform for your growth, whether you are on the hunt for great ideas, looking to learn from great investors, or building a great investment firm.
MOI Global members, scroll down for member news and updates.
11 Articles We Are Reading This Week
The juggler - Scott Sumner
Trust quotient - Kevin Kelly
Trump tracker - Michael Cembalest
Spaced practice - Carl Hendrick
Book of evidence - Tom Morgan
Contemplative leadership - Patrick Boland
Small edges to big outcomes - Mauricio Heck
Data center water consumption - Brian Potter
How mornings can save your life - Derek Thompson
Consumer surplus and pricing power - Todd Wenning
Family business leadership transitions - Joachim Klement
Letters, Presentations, Writeups…
Industry Insights: ai | banking | bankruptcies | chemicals | energy | gaming | metals | payments | real estate | software | uranium | waste
Geographic Insights: China | Europe | Japan | US
Letters: 2120 Capital | J.P. Morgan | LRT | Maestria | McIntyre | Merrill
Company Insights: Charter | Dole | FTAI Aviation | Gold Royalty | IAC | InPost | LifeMD | Owens and Minor | Pitney Bowes | Root | Topgolf Callaway
Company Slides: Alibaba | AEO | America’s Car-Mart | Ashtead | Autodesk | Campbell’s | Ciena | Dollar Tree | Gap | HPE | Macy’s | REV Group
“The skill in investing lies not in buying what is hot, but in buying what is temporarily cold.” —Christopher Browne
5 Videos We Are Watching This Week
Norges - Statistician David Spiegelhalter on navigating risk
Master Investor - Jim Mellon on the UK, China and robotics
Creative Planning - Larry Fink on BlackRock’s path, outlook
Insightful Investor - Jason Thomas on inflation, AI, tariffs
Knowledge Project - Benedict Evans on AI misconceptions
5 Podcasts We Are Listening to This Week
BG2 - Bill Gurley and Brad Gerstner on China’s tech surge
Odd Lots - Dan Wang on China's breakneck economic growth
Long View -Joe Davis on how to capitalize on “megatrends”
Hidden Forces - Marvin Barth on the age of global entropy
VI with Legends - Kristin Gilbertson on risk, resilience, returns
Member Updates & Events
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