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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MOI Global members, scroll down for member news and updates.
11 Articles We Are Reading This Week
SpaceX index - Alejandro Yela
The missing pipe - Ed Conway
Thoughts on cable - John Huber
AI changed my mind - Andrew Walker
Electrical transmission - Dana Golden
How to win a space war - Christian Keil
Critical mineral security - Farrell Gregory
Arc of financial innovation - Phil Bak
How christianity went viral - Tomas Pueyo
Blind extrapolation in finance - Byrne Hobart
Cobra effect in executive comp - James Emanuel
Letters, Presentations, Writeups…
Industry Insights: ai | defense | rare earths | semiconductors | software
Geographic Insights: China/Taiwan | Europe | UK
Letters: Atai | Crossroads | Goldman Sachs | J.P. Morgan | Merrill
Company Insights: Charter Communications | FST Corp | Grainger | Inter&Co | Latour | Meta | Nexteq | United Parks | Unitree | YouGov
Company Slides: BlackBerry | Carnival | FedEx | H&M | Heineken | KB Home | McCormick | Micron | Novagold | Winnebago | Worthington Steel
“If you have trouble imagining a 20% loss in the stock market, you shouldn’t be in stocks.” —John Bogle
5 Videos We Are Watching This Week
Zulauf - Felix Zulauf, Jeffrey Gundlach, and Grant Williams on macro
How I Write - Pixar’s Andrew Stanton on storytelling and visual craft
WealthTrack - Jim Grant on the rising dangers in private equity funds
Diary Of A CEO - Jeremy Grantham on markets, AI, and climate risk
Columbia B-School - Daiichi Sankyo’s Ken Keller on its oncology bet
5 Podcasts We Are Listening to This Week
Acquired - How Disney built the ultimate nostalgia-monetizing engine
How I Built This - Stephen Starr on building restaurants on a gut feel
In Good Company - Holcim CEO on concrete, AI, and Europe homes
Merryn Talks Money - Carson Block on AI and possible market crisis
Top Traders Unplugged - Michael Pettis on China’s global trade trap
Member Updates & Events
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