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.
11 Articles We Are Reading This Week
China shock - Scott Sumner
Feld interview - Eric Markowitz
Art of the bully - Roger Lowenstein
Art of saying no - Mordechai Yavneh
Trade war lessons - Will Thomson
Japan’s next move - Lily Ottinger
Ignorance of experts - Derek Thompson
Content and community - Ben Thompson
Small, value, or small/value - Joachim Klement
Defending the value of money - Ray Dalio
Attention as last scarce resource - Rex Woodbury
Letters, Presentations, Writeups…
Industry Insights: applied technology | diamonds | gaming | oil | pharma | real assets | real estate | salmon farming | software | vacation homes
Geographic Insights: China | Japan | Saudi Arabia | US
Letters: Brennan | Bronte | Gate City | Laughing Water | Legacy Ridge | Longleaf | Maran | Massif | Plural | Rowan Street | Silver Ring | White Brook
Company Insights: 361 Degrees | Alphabet | Auto Partner | IDT Corporation | IRIDEX | J.P. Morgan | Lands’ End | Medistim | Medpace | Netflix | TSMC
Company Slides: 3M | Alphabet | AmEx | Baker Hughes | Danaher | DB | D.R. Horton | Freeport | GM | Lockheed | Moody’s | Otis | Ryanair
“Simplicity beats complexity in investing. Stick to what you truly understand.” —Chuck Akre
5 Videos We Are Watching This Week
All-In - Nvidia’s Jensen Huang, AMD’s Lisa Su, et al. on the AI race
Milken - Ares’ Michael Arougheti, Eldridge’s Todd Boehly on investing
WealthTrack - Tom Russo on the challenges facing multinationals
Network State - Former a16z partner Benedict Evans on disruption
Goldman Sachs - Seth Klarman on finding value, staying disciplined
5 Podcasts We Are Listening to This Week
Odd Lots - Alliance Bernstein’s Fraser Jenkins on a post-dollar world
Master Investor - Goldman’s David Solomon on the market outlook
Value Perspective - Adam Rozencwajg on investing in commodities
Insightful Investor - Yale Prof. Andrew Metrick on financial crises
Knowledge Project - Daniel Kahneman on making better decisions
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