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.
11 Articles We Are Reading This Week
Bear markets - Christopher Tsai
Market check - Roger Lowenstein
Nobody knows - Howard Marks
Stagflation risk - Citrini
Tariffs as taxes - Matthew Klein
Third workforce - Rex Woodbury
Anatomy of crisis - Aswath Damodaran
Trade, tariffs, tech - Ben Thompson
Geopolitical impact - Jordan Schneider
NOL-rich companies - Polymath Investor
Forsaking industrialism - Conrad Bastable
Letters, Presentations, Writeups…
Industry Insights: artificial intelligence | automotive | banking | gaming | healthcare | LNG | real assets | semiconductors | software | steel
Letters: Alluvial | Black Bear | GDS Investments | GreensKeeper | Headwaters | J.P. Morgan | Longleaf | Nordic | Right Tail | Silver Beech
Company Insights: Alphamin | Antin Infrastructure | Auto Partner | Magnite | Nu Holdings | Rocket | Salesforce | Talen Energy | Watches of Switzerland
Company Slides: CIBC | Constellation Brands | Lindsay | Prada | Pure Cycle | RPM International | Simply Good Foods | SimulationsPlus | WD-40
“If we could read the secret history of our enemies, we should find in each man’s life sorrow and suffering enough to disarm all hostility.” —Henry Wadsworth Longfellow
5 Videos We Are Watching This Week
LSEG - Satya Nadella on AI transforming financial services
CNBC - Alibaba’s Joe Tsai on the power of open sourcing
Latticework - Will Thomson on investing off the beaten path
J.P. Morgan - Jamie Dimon shares management lessons
Capital Allocators - Howard Marks on his latest memo
5 Podcasts We Are Listening to This Week
Acquired - Duolingo’s Luis von Ahn on why Duolingo worked
Talking Billions - Patient Capital’s McLemore on value investing
Excess Returns - Chris Mayer on AI and the next 100-bagger
Wisdom in Books - John on Marathon’s “Capital Returns” (II)
Knowledge Project - Lessons from tycoon Cornelius Vanderbilt
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.