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.
11 Articles We Are Reading This Week
China malaise - Scott Sumner
Uneven arrival - Ben Thompson
Party continues - Aswath Damodaran
Pain cave lessons - Eric Markowitz
Minimum levels of stress - Morgan Housel
Mismeasuring the market - Owen Lamont
Building a process culture - Seth Godin
AI diffusion export controls - Lily Ottinger
Unstructured data landscape - Eric Flaningam
Decomposing market returns - Chris Satterthwaite
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
“The main thing is to keep the main thing the main thing.” —Steven Covey
5 Videos We Are Watching This Week
Norges - Mastercard’s Michael Miebach on the payments business
CBS News - Jamie Dimon on why he is “cautiously pessimistic”
Joe Rogan - Mark Zuckerberg on AI and Meta’s business outlook
Dwarkesh Patel - Tyler Cowen on the bottlenecks to AI progress
We Study Billionaires - Bill Priest on his cautious market outlook
5 Podcasts We Are Listening to This Week
Founders - Takeaways from Tae Kim’s book, “The Nvidia Way”
Latticework - Aswath Damodaran on the dark side of valuation
Tech Strategy - Jeff Towson on the concept of economies of scale
Business Brew - Tom Morgan on mystics, personal transformation
Value Perspective - Swen Lorenz on growing an asset manager
Member Updates & Events
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