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

1. Bottoms, bounces - Michael Mauboussin

2. Agentic commerce - Rex Woodbury

3. Workload fairy tale - Cal Newport

4. Perceptive investing - Bogumil Baranowski

5. Failed essay on failure - Thomas Bevan

6. People we want to know - Henry Oliver

7. Intercorporate shenanigans - Javier Perez

8. Capital cycle to boost returns - James Emanuel

9. Tripping up sentiment indicators - Joachim Klement

10. Leonardo’s obsession with water - Eric Markowitz

11. Adversarial attacks in statistical arbitrage - Richard Dewey

Letters, Presentations, Writeups…

Industry Insights: banks | gaming | insurance | privates | real assets | solar

Geographic Insights: Argentina | China | Korea | South Africa | Taiwan

Letters: Alluvial | Atai | Bank of America | Bonhoeffer | Goehring & Rozencwajg | Jenga | Kathmandu | O’Keefe | RGAIA | SaltLight

Company Insights: Anexo Group | AstroNova | Comer Industries | GeoPark | ImmuCell | Kingsway | Mission Bancorp | Netflix | Nvidia | TerraVest | TriMas

Company Slides: A&F | Autodesk | AutoZone | Borr Drilling | Frontline | Golar LNG | HP | Macy’s | Salesforce | Scotiabank | Urban Outfitters | Zoom

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“Great investors have an unusual willingness to trust their own judgment and an ability to stay calm even when others panic.” —Jason Zweig

5 Videos We Are Watching This Week

1. Ivey - Michael Mauboussin on intangibles and modern value investing

2. Verge - Sundar Pichai on future of search, AI agents, selling Chrome

3. David Perell - Ezra Klein lays out the case against writing with AI

4. Business Brew - John Huber on value investing in a changing world

5. Investor’s Podcast - Jim and Abby Zimmerman on their approach

5 Podcasts We Are Listening to This Week

1. Founders - Lessons from Tamara Mellon, founder of Jimmy Choo

2. Dwarkesh - Victor Shih on Xi Jinping’s paranoid approach to AGI

3. Long View - Jason Zweig on Ben Graham’s enduring wisdom

4. Value After Hours - Tim Travis on selling puts and covered calls

5. Yet Another Value - Nicolas Bustamante on using AI in investing

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