Weekly Inspiration

Wisdom, Insights, and Ideas for Intelligent Investors

In this weekly 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, desire to learn from great investors, or are in the process of building a great investment firm.

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11 Articles We Are Reading This Week

1. China malaise - Scott Sumner

2. Uneven arrival - Ben Thompson

3. Party continues - Aswath Damodaran

4. Pain cave lessons - Eric Markowitz

5. Minimum levels of stress - Morgan Housel

6. Mismeasuring the market - Owen Lamont

7. Building a process culture - Seth Godin

8. AI diffusion export controls - Lily Ottinger

9. Unstructured data landscape - Eric Flaningam

10. Decomposing market returns - Chris Satterthwaite

11. Why skyscrapers are glass boxes - Brian Potter

Letters, Presentations, Writeups…

Industry Insights: banks (UK/Ireland) | banks (US) | biopharma | healthcare | medtech | crude oil | private equity | software | video gaming

Letters: Fundsmith | GreensKeeper | Laughing Water | Marlton | Merrill | Oakmark | Palm Valley | Patient Capital | Pine | Wedgewood

Company Insights: Blackstone | Garmin | Harbour Energy | Howard Hughes Holdings | Jubilee Metals | Rite Aid | Sony | Tata Consulting

Company Slides: BNY | BlackRock | Citi | Constellation Brands | Goldman Sachs | J.P. Morgan | KB Home | TD Synnex | Walgreens | Wells Fargo

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“The main thing is to keep the main thing the main thing.” —Steven Covey

5 Videos We Are Watching This Week

1. Norges - Mastercard’s Michael Miebach on the payments business

2. CBS News - Jamie Dimon on why he is “cautiously pessimistic”

3. Joe Rogan - Mark Zuckerberg on AI and Meta’s business outlook

4. Dwarkesh Patel - Tyler Cowen on the bottlenecks to AI progress

5. We Study Billionaires - Bill Priest on his cautious market outlook

5 Podcasts We Are Listening to This Week

1. Founders - Takeaways from Tae Kim’s book, “The Nvidia Way”

2. Latticework - Aswath Damodaran on the dark side of valuation

3. Tech Strategy - Jeff Towson on the concept of economies of scale

4. Business Brew - Tom Morgan on mystics, personal transformation

5. Value Perspective - Swen Lorenz on growing an asset manager

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