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.
11 Articles We Are Reading This Week
Bottoms, bounces - Michael Mauboussin
Agentic commerce - Rex Woodbury
Workload fairy tale - Cal Newport
Perceptive investing - Bogumil Baranowski
Failed essay on failure - Thomas Bevan
People we want to know - Henry Oliver
Intercorporate shenanigans - Javier Perez
Capital cycle to boost returns - James Emanuel
Tripping up sentiment indicators - Joachim Klement
Leonardo’s obsession with water - Eric Markowitz
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
“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
Ivey - Michael Mauboussin on intangibles and modern value investing
Verge - Sundar Pichai on future of search, AI agents, selling Chrome
David Perell - Ezra Klein lays out the case against writing with AI
Business Brew - John Huber on value investing in a changing world
Investor’s Podcast - Jim and Abby Zimmerman on their approach
5 Podcasts We Are Listening to This Week
Founders - Lessons from Tamara Mellon, founder of Jimmy Choo
Dwarkesh - Victor Shih on Xi Jinping’s paranoid approach to AGI
Long View - Jason Zweig on Ben Graham’s enduring wisdom
Value After Hours - Tim Travis on selling puts and covered calls
Yet Another Value - Nicolas Bustamante on using AI in investing
Member Updates & Events
The following is a private section for MOI Global members. Membership is by invitation only. If you would like to become a member, be sure you are on the annual plan. It is the first step toward full membership.