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
Nerds - Joachim Klement
Ratings - Aswath Damodaran
Big tech - Rohit Krishnan
Attention war - Jordan Schneider
Great recession - Scott Sumner
Dyson creep-up - Trung Phan
Multiple invention - Brian Potter
True cost of equity - James Emanuel
Investment flexibility - John Huber
Dubious science lesson - David Epstein
Ten high-conviction ideas - Worldly Invest
Letters, Presentations, Writeups…
Industry Insights: airports | artificial intelligence | cloud software | data centers | dating apps | healthcare | paper mills | private equity | real assets
Geographic Insights: China | Germany | Japan | Taiwan | US
Letters: Desert Lion | Hayden Capital | Jackson Peak | Merrill
Company Insights: Cenovus | Costco | Lululemon | MEG Energy | Moury | Neogen | Nippon Pigment | Robertet | Shift4 | SoFi | Var Energi | Wise
Company Slides: B&BW | Brown-Forman | Campbell’s | Ciena | Cresco Labs | Dollar Tree | Ferguson | HPE | REV Group | SpartanNash | Verint | Wise
“The value of a business lies entirely in its future.” —Seth Klarman
5 Videos We Are Watching This Week
Norges - Jesper Brodin on how IKEA is reinventing for the future
Wharton - Jeremy Siegel and Robert Shiller debate the markets
David Rubenstein - David Einhorn on value investing challenges
How Leaders Lead - Greg Johnson on building elite teams that last
Ronald Reagan Foundation - Fireside chat with Jamie Dimon
5 Podcasts We Are Listening to This Week
OPM - Bob Robotti on patience, America’s industrial advantage
Odd Lots - Michael Cembalest on the AI investment opportunity
Acquired - Steve Ballmer on more than three decades at Microsoft
Knowledge Project - Lessons from the founder of Firestone Tire
Conversations with Tyler - John Arnold on trading and energy
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