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
The following is a private section for MOI Global members. Membership is by invitation only. If you would like to become a member, be sure you are on the annual plan. It is the first step toward full membership.