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.
MOI Global members, scroll down for member news and updates.
11 Articles We Are Reading This Week
Fat tails - Scott Sumner
AI paradox - Bolgumil Baranowski
Peterffy’s path - Dom Cooke
Tip of the spear - Ben Thompson
Insider signaling - Andrew Walker
AI money-go-round - Sanjiv Shah
Accidental invention - Brian Potter
Avoiding value traps - Michael Fritzell
Periodic table of cognition - Kevin Kelly
Treating chatbots as conscious - Erik Hoel
Red flags for minority shareholders - Javier Pérez
Letters, Presentations, Writeups…
Industry Insights: ai | art | banking | commercial real estate | critical minerals | food production | gaming | military technology | oil and gas | software
Geographic Insights: Japan | Las Vegas | Lithuania | Singapore
Letters: Hayden | J.P. Morgan | Merrill | Pender | Quercus | Star Magnolia
Company Insights: Alibaba | Applied Optoelectronics | Broadleaf | Clearwater Analytics | EPAM | Hagerty | Mercado Libre | Middleby | Oracle
Company Slides: AutoZone | BlackBerry | CarMax | DHL | FedEx | KB Home | Micron | Miller Knoll | Scholastic | Stitch Fix | TD Synnex | Worthington
“In investing, being consistently right about the quality of a company is more important than being precisely right about valuation.” —Robert Hagstrom
5 Videos We Are Watching This Week
All-In - Eric Schmidt on AI, the battle with China, the future of America
Norges - Dilhan Pillay on Temasek’s investment philosophy and strategy
Acquired - Tobi Lütke on the future and what AI unlocks philosophically
Elm Wealth - Nobel Laureate Robert Aumann on rational disagreement
Columbia B-School - Ben Horowitz on AI, innovation, and disruption
5 Podcasts We Are Listening to This Week
Acquirers - Will Thomson on liquid real assets, gas, tungsten, and tin
Business Brew - Dan Rasmussen on the unpredictability of growth
Knowledge Project - Lessons from Ed Stack of Dick’s Sporting Goods
Invest Like the Best - Barry Diller on his an entertainment empire
Conversations with Tyler - Steven Pinker on “common knowledge”
Coming next week: A conversation with Bill Coleman, Managing Director at Live Oak in Wilmington, NC. Here’s Bill on his membership in MOI Global:
Member Updates & Events
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