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
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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