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.
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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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