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
Trade - Ben Inker
Pay more - Harvey Sawikin
Currency chaos - Javier Perez
Investing politics - Aswath Damodaran
How bubbles grow - Owen Lamont
Lifecycle of industries - Eric Flaningam
Megacasting unraveled - Michael Entner-Gomez
How the world is changing - Rex Woodbury
Disaster sparks reinvention - Eric Markowitz
Building a knowledge network - Polymath Investor
Building compute on geothermal - Jordan Schneider
Letters, Presentations, Writeups…
Industry Insights: automobiles | banking | cannabis | cruise ships | data centers | energy | higher education | software | steelmakers | water
Geographic Insights: Argentina | Europe | Indonesia | Turkey | UK
Letters: Fairfax | Goldman | GoodHaven | J.P. Morgan | Lowell | Silver Ring
Company Insights: Alta Equipment | Berkshire | Costco | D-Wave | Edgewise | Indofood | MercadoLibre | Signet Jewelers | Tesla
Company Slides: Crown Castle | FactSet | General Mills | Jabil | Jeronimo Martins | Tencent | Wheaton | Williams-Sonoma | Worthington Steel
“Where facts are few, experts are many.” —Donald R. Gannon
5 Videos We Are Watching This Week
A.U.M. - Bill Nygren on his modern approach to value investing
Norges - Nicolai Tangen on the world’s top sovereign wealth fund
Walker & Dunlop - Jon Gray on investing, 33 years at Blackstone
Upfront Ventures - Gerstner & Gurley on the state of venture, AI
Insightful Investor - Jeffrey Gundlach on the shifting landscape
5 Podcasts We Are Listening to This Week
Acquired - Sebastian Siemiatkowski on Klarna disrupting payments
Founders - On Todd Graves and his $10 billion chicken finger dream
Latticework - Saahill Desai on managing a enduring family office
Value After Hours - Chris Bloomstran on Buffett, Berkshire, S&P 500
Value Perspective - Craig Thomas on investing, manager selection
Member Updates & Events
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