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.

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11 Articles We Are Reading This Week

1. Breakneck - Scott Sumner

2. Commodities - Mauricio Heck

3. Value investing - Guy Spier

4. Reference class - Kent Whitaker

5. Prediction is hard - Rohit Krishnan

6. Scooby doo stocks - Harvey Sawikin

7. Total concentration - Brian Chingono

8. AI will not make you rich - Jerry Neumann

9. Fed under political pressure - Joachim Klement

10. Lessons from science fiction - Rex Woodbury

11. KPMG and three failed banks - Francine McKenna

Letters, Presentations, Writeups…

Industry Insights: ai | banking | biopharma | collectibles | commercial RE | electricity | electrotech | energy | gaming | healthcare | robotics | software

Geographic Insights: Argentina | China | Taiwan | US

Letters: Baumann | Blue Tower | BMO | Bonhoeffer | Bonsai Partners | Eagle Capital | J.P. Morgan | Merrill | Nightview | Palm Valley

Company Insights: Axalta Coating | Brookfield | Finance of America | Globant | Intel | MP Materials | Nu Holdings | Taseko Mines | Uber

Company Slides: AAON | Darden Restaurants | FactSet | Ferguson | General Mills | Hain Celestial | IBEX | Kroger | Orion | Rent the Runway

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“The most overlooked factor in investing is the quality and character of management.” —Tom Gayner

5 Videos We Are Watching This Week

1. DOAC - Ray Dalio on the decline of the US/UK, China’s rise

2. Norges - LEGO’s Christiansen on competing in digital age

3. DoubleLine - Jeffrey Gundlach on overeasing, the markets

4. Lenny’s Podcast - Ben Horowitz on running toward fear

5. How Leaders Lead - Former Siemens/Alcoa CEO on success

5 Podcasts We Are Listening to This Week

1. Odd Lots - LongTail Alpha’s Bhansali on Fed independence

2. ChinaTalk - Nate Silver on AI, politics, power, and legacy

3. Business Brew - David Gardner on long-term investing

4. Rock and Turner - James Emanuel on M&A models in India

5. Behind the Balance Sheet - Nick Train on eternal franchises

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Member Updates & Events

The following is a private section for MOI Global members. Membership is by invitation only. If you would like to become a member, be sure you are on the annual plan. It is the first step toward full membership.