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
Value - Howard Marks
Chip drama - Jordan Schneider
Concentrate - Byrne Hobart
Playing to win - Phil Bak
Winner’s curse - Ben Thompson
Glacial advance - Mauricio Heck
Lerner symmetry - Scott Sumner
No limit for better - Kevin Kelly
Illiquidity premium - Dan Rasmussen
Asset plays and volatility - Logan Shearer
Damage caused by sea levels - Joachim Klement
Letters, Presentations, Writeups…
Industry Insights: artificial intelligence | banking | buyouts | data centers | fitness | mattresses | M&A | newspapers | payments | software
Geographic Insights: Japan | Spain | Switzerland | UK
Letters: Acadian | Gator | Merrill | Palm Valley | Praetorian | Southeastern
Company Insights: Adyen | A-Mark | Amazon | American Axle | Braskem | Delivery Hero | Johnson Matthey | Judges Scientific | LyondellBasell | Meta
Company Slides: Borr | Brinker | Equinox Gold | Franco-Nevada | Gilead | Golar LNG | Goodyear | HelloFresh | John Deere | Sea | Swiss Re | Vestas
“Investing well is a balance between conviction and flexibility. Too much conviction makes you blind; too little makes you ineffectual.” —Brian Bares
5 Videos We Are Watching This Week
Norges - BofA’s Brian Moynihan on how AI is transforming banking
Goldman Sachs - BlackRock’s Raffaele Savi on systematic investing
Alex Kantrowitz - Cloudflare’s Matthew Prince on AI versus the web
Walker & Dunlop - WHOOP CEO Will Ahmed on peak performance
David Rubenstein - Lee Ainslie on Maverick’s investment approach
5 Podcasts We Are Listening to This Week
Business Brew - Fort Sheridan’s Stuart Loren on social disruption
Value Perspective - WTW’s Fabio Cecutto on fund management
Knowledge Project - Lessons from Sol Price, the godfather of retail
Masters in Business - Tim Ferriss on productivity and psychology
Conversations with Tyler - Nate Silver on life’s mixed strategies
Member Updates & Events
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