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
Cannibals - Conor Mac
Equilibrium - Bob Prince
Forced selling - Polymath Investor
Expected value - Michael Mauboussin
EBITDA illusion - Stephen Clapham
Machine teaching - D.E. Shaw
Foreign exchange - Chris Satterthwaite
Magnificent seven - Brooklyn Investor
Consumer psychology - Rex Woodbury
Returns and business quality - Aswath Damodaran
Surrendering to experiments - Frederik Gieschen
Letters, Presentations, Writeups…
Industry Insights: banking | generative artificial intelligence | quantum computing | software | solar energy | sunset industries | telecom
Geographic Insights: China | Europe | Germany | Japan | UK | US
Letters: Atai | Berkshire Hathaway | GDS | Merrill | Semper Augustus | Stifel
Company Insights: Airbnb | Asseco Poland | Digital Bridge | FICO | Materialise | MercadoLibre | Neiman Marcus | Phillips 66 | Sibanye Stillwater
Company Slides: Borr Drilling | Crocs | Enovix | Garrett Motion | Goodyear | John Deere | Medtronic | Moody’s | Philips | Texas Pacific Land | Wyndham
“If any man seeks for greatness, let him forget greatness and ask for truth, and he will find both.” —Horace Mann
5 Videos We Are Watching This Week
Norges - Fidelity’s Anthony Bolton on the art of thinking differently
SKAGEN - Fireside chat and Q&A with value investor David Einhorn
Goldman Sachs - Fred Smith on FedEx, transforming global logistics
Active Investor - Seth Klarman on thinking about value investing
David Rubenstein - Nicolai Tangen on AI, his investment concerns
5 Podcasts We Are Listening to This Week
Dwarkesh - Satya Nadella on Microsoft, AI, software, and quantum
Business Brew - First Eagle’s Larry Holzenthaler on private credit
Clearer Thinking - Jim O'Shaughnessy on investment mistakes
Value After Hours - Anne-Laure Le Cunff on experiments, curiosity
Invest Like the Best - Ravi Gupta on business constraints, metrics
Member Updates & Events
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