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.
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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