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
Value 4.0 - Christopher Tsai
Base rates - Michael Mauboussin
Abandon ship - Michael Cembalest
Stock duration - Todd Wenning
Great forgetting - Scott Sumner
AI bubble watch - Harvey Sawikin
Shun and shame - Adam Mastroianni
Airline bankruptcies - David Oks
Return to fundamentals - Antônio Guilherme Coelho de Assis
Carnegie’s mental models - Mauricio Heck
Future of white-collar work - Kevin Zhang
Letters, Presentations, Writeups…
Industry Insights: aircraft recycling | artificial intelligence | crude oil | defense | electricity | semiconductors | software | sports
Geographic Insights: Africa | Japan | Spain | UK
Letters: Auxier | Brookfield | Gator | Horizon | J.P. Morgan | Massif Capital | McIntyre | Oaktree Credit | Plural Investing | Silver Ring | Southeastern
Company Insights: Driven Brands | Ferrari | FICO | Leatt | Liberty Global | PayPal | RELX | Takasago Tekko | Uber | Yeti
Company Slides: Alibaba | Allianz | Applied Materials | Bayer | BlackRock | Constellation Energy | Franco-Nevada | HHH | Nubank | Siemens | Toyota
“I don’t want a lot of good investments; I want a few outstanding ones.” —Philip Fisher
5 Videos We Are Watching This Week
Sohn - David Einhorn on his investment framework and big bets today
Sohn - Gavin Baker on the AI capex cycle, valuations, and positioning
Sohn - Short-selling panel on the most compelling shorts they see today
Norges - Stoltenberg and Solomon on geopolitics and the capital flows
Gabelli - Berkshire Hathaway panel at this year’s Gabelli Omaha event
5 Podcasts We Are Listening to This Week
TWIII - Peter Mantas on biotech and the coiled spring of opportunity
Dwarkesh - Eric Jang on building AlphaGo from scratch and its lesson
David Senra - Dana White on building UFC into a global combat icon
Talking Billions - Kai Wu on intangible assets, dark matter of finance
Knowledge Project - Harvey’s Winston Weinberg on his $11B AI firm
Member Updates & Events
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