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.
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11 Articles We Are Reading This Week
Perpetuity - Christopher Tsai
AI economy - Azeem Azhar, et al.
Normal service - Michael Godfrey
AI cost inflation - Joost van Dreunen
Opportunity cost - Anh Hoang
Only weird survives - George Mack
Flaw of prediction markets - Joachim Klement
Kirkland’s private label story - Trung Phan
Way to think about data quality - Abraham Thomas
Cartography of the risk-free rate - Will Thomson
How to learn more and forget less - Mauricio Heck
Letters, Presentations, Writeups…
Industry Insights: ai | credit | energy | memory chips | oil | streaming
Geographic Insights: Africa | China | India | Japan | Taiwan | UK
Letters: Brock Milton | Manole | Merrill | Ocean Park | Patient | Protean | Royce | St. James | Tikehau | Value Firm | Vltava Fund
Company Insights: Austco Healthcare | Constellation Software | Fujita / Sanyo | Pitney Bowes | Regal Rexnord | Seacor Marine | Somnigroup
Company Slides: Bang & Olufsen | FactSet | Franklin Covey | General Mills | Greenbrier | Lindsay | MSC Industrial | Prosus | Sainsbury | Sodexo | Wise
“I don’t want a lot of good investments; I want a few outstanding ones.” —Phil Fisher
5 Videos We Are Watching This Week
CNBC - Alex Karp on Anthropic, OpenAI, and why top CEOs are livid
iCapital - Cliff Asness on why expensive and a bubble are not the same
Stanford - Microsoft’s Satya Nadella on scaling the frontier ecosystem
Complex - Mark Zuckerberg on AI, jobs, regulation, and Meta glasses
Economic Club - David Solomon on AI, growth, and the future of jobs
5 Podcasts We Are Listening to This Week
Sourcery - Zynga founder Mark Pincus on building successful products
Dwarkesh - Grant Sanderson on AI and the future of math and proofs
David Senra - Cognition’s Scott Wu and the first AI software engineer
Goldman Sachs - Honeywell’s CEO on where industrial AI is heading
In Good Company - Fortescue’s CEO on mining and decarbonization
Member Updates & Events
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