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
AI update - Michael Cembalest
Omaha notes - Todd Wenning
Fact-checking - David Epstein
Apple case study - Trung Phan
Age of engagement - Eric Markowitz
Synthetic populations - Rex Woodbury
Data and defensibility - Abraham Thomas
Naval ship acquisition - Brian Potter
Siren song of advertising - Eric Flaningam
Rethinking corporate lifecycle - Andreas Dymasius
Weimar hyperinflation shadow - Joachim Klement
Letters, Presentations, Writeups…
Industry Insights: air cargo | banking | gaming | grocery | insurance | luxury brands | real assets | rental housing | running shoes | software | watches
Geographic Insights: Canada | China | Japan | Mongolia | United Kingdom
Letters: Elena | Gator | JPM | McIntyre | Merrill | Milken | RF | Rhizome
Company Insights: Airbnb | Alarm.com | Chagee | CYND | Enterprise Group | Markel | Misitano & Stracuzzi | Monday.com | Sanuwave | Somnigroup
Company Slides: Bayer | Canadian Solar | Cisco | Franco-Nevada | John Deere | Kaspi | Merck | Nu | Pirelli | Sony | Star Bulk | Tencent | Topgolf
“Investing is the rare business where doing nothing, patiently, can actually produce the most value.” —Christopher Mayer
5 Videos We Are Watching This Week
UBS - Bill Ackman on the outlook for the world, economy, investing
Stripe - Stripe CEO Patrick Collison in conversation with Sir Jony Ive
Norges - Chris Hohn on strategic investing, value, and philanthropy
Guy Spier - VALUExBRK: Bloomstran, Davis, Hagstrom, Pabrai, et al.
How Leaders Lead - CEO Andy Jassy on Amazon’s customer centricity
5 Podcasts We Are Listening to This Week
How I Built This - Chris Best & Hamish McKenzie on building Substack
Wisdom in Books - Richard Lawrence on decades of investing in Asia
Knowledge Project - Elad Gil on spotting billion-dollar startups early
Invest Like the Best - HBS professors on the bifurcation of search funds
Behind the Balance Sheet - Gary Channon on his investment process
Member Updates & Events
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