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
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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