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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