Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
In this weekly 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, desire to learn from great investors, or are in the process of building a great investment firm.
11 Articles We Are Reading This Week
Books - Javier Pérez
Charlie - Li Lu
Question - Mark Manson
Outlasting - Eric Markowitz
Black swans - Tom Morgan
Inflation dynamics - Scott Sumner
Dillard’s case study - Anh Hoang
Expensive iced coffee - CJ Gustafson
Secret to better habits - Ryan Holiday
Wrestling with faith and fate - Frederik Gieschen
Growth in franchise businesses - Andreas Dymasius
Letters, Presentations, Writeups…
Industry Insights: banking | cement | cloud software | energy
Letters: Allianz | Alphyn | Apollo | Buyback | GMO | J.P. Morgan
Company Insights: Anglo American | Apax Global Alpha | CVS Group | Petrotal | Protean eGov | Raketech | Uber | Vermillion Energy
Company Slides: Baytex | BlackBerry | FactSet | FedEx | Scholastic
“Never mistake motion for action.” —Ernest Hemingway
5 Videos We Are Watching This Week
Prof G - Columnist Daniel Pink on how regret motivates us
Forbes - Real estate tycoon Don Peebles on building wealth
Point72 - Steve Cohen on careers in investment management
WealthTrack - Matt McLennan on investing in high-risk world
Library of Mistakes - Webb, Napier & Chancellor on mistakes
5 Podcasts We Are Listening to This Week
Plain English - Oliver Burkeman on the productivity paradox
Flyover Stocks - Jeff Fischer on investing other people’s money
Talking Billions - Chris Bloomstran navigates market challenges
Economic Club of NY - Jamie Dimon on business and politics
Behind the Balance Sheet - Greg Peters on equities and credit
Member Updates & Events
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