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.
11 Articles We Are Reading This Week
Under the hood - Howard Marks
Heavyweight clash - James Emanuel
Gold as safe money - Ray Dalio
Data center in the box - Matt Levine
Resilience is overrated - Eric Markowitz
Gold and equities bubble - Brooklyn Investor
How the world is changing - Rex Woodbury
AI boom vs. dot-com bubble - Javier Pérez
Improbable becomes inevitable - Larry Swedroe
Intuitions for building a portfolio - Mauricio Heck
Knowledge, decisions, incentives - John Cochrane
Letters, Presentations, Writeups…
Industry Insights: ai infrastructure | banking | chemicals | crude oil | gaming | hyperscalers | music | natural gas | life insurance | software | voice ai
Geographic Insights: China | Japan | Latin America
Letters: Alphyn | Artisan | Bristlemoon | Curreen | Distillate | Fairlight | Focus | Maran | Merrill | Middle Coast | Pernas | Rewey | Tactile | White Brook
Company Insights: Alphabet | Buzzi | Evolution | Lion Rock | Nvidia | Oneok | Sprouts Farmers Market | UNIFI | Vend Marketplaces | Zotefoams
Company Slides: Airbus | Alphabet | Baker Hughes | Boeing | Booking | Caterpillar | D.R. Horton | Intel | Kraft Heinz | Mercado Libre | Meta | MGM Resorts | Otis | P&G | PayPal | Phillips 66 | UPS | Visa | Volkswagen
“Valuation is the closest thing to gravity in finance. Eventually, everything is pulled back towards intrinsic value.” —Michael Mauboussin
5 Videos We Are Watching This Week
HBS - Lloyd Blankfein on 2008, the Fed, and the future of finance
HKUST - Steve Schwarzman on entrepreneurship and leadership
David Senra - Brad Jacobs on building billion-dollar enterprises
Knowledge Project - Anthony Scilipoti on AI, short-selling, risk
Richer Wiser Happier - Jim Grant on stocks, bitcoin, and gold
5 Podcasts We Are Listening to This Week
Acquired - The complete history and strategy of Trader Joe’s
Acquirers - Adam Wilk on ideas in coal, furniture, fire systems
Business Brew - Matthew Quigley on financial services in sports
VI with Legends - Amit Wadhwaney on his investing journey
Fabricated Knowledge - Will Eatherton on Cisco in the AI age
Member Updates & Events
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