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.
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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