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
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
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