Weekly Inspiration

Wisdom, Insights, and Ideas for Intelligent Investors

In this weekly 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, desire to learn from great investors, or are in the process of building a great investment firm.

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11 Articles We Are Reading This Week

1. Data update - Aswath Damodaran

2. Bubble watch - Howard Marks

3. Buying the index - Dan Shuart

4. Growth guidance - Naoki Ito

5. Running the long race - Simon Handrahan

6. An allocator looks back - Cliff Asness

7. Philanthropy of knowledge - Kevin Carpenter

8. When principles don't work - Harvey Sawikin

9. America’s wealthiest woman - Anh Hoang

10. Seven pillars of market bubbles - Owen Lamont

11. Credentialism and money illusion - Byrne Hobart

Letters, Presentations, Writeups…

Industry Insights: banking | dining | natural gas | pharmacy | software | tech

Geographic Insights: Canada | China | Japan | UK | US

Letters: Alphyn | Black Bear Value | Chess | LRT | LVS Advisory | Permanent Equity | Right Tail | Rumi | Sparkline | St. James | SVN | TIFF | Vision | Vltava

Company Insights: AppLovin (short) | Arm Holdings | Crocs | Dave & Buster’s | Donnelley | LSB Industries | Nintendo | Nordrest | Vistry

Company Slides: Acuity Brands | Apogee Enterprises | Constellation Energy | Franklin Covey | Lindsay | MSC Industrial Supply | Saratoga | UniFirst

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“Change is never painful, only the resistance to change is painful.” —Buddha

5 Videos We Are Watching This Week

1. Norges - Accenture’s Julie Sweet on innovation and leadership

2. Associated Press - Jensen Huang’s keynote speech at CES

3. David Rubenstein - Eli Lilly’s Dave Ricks on counterfeit drugs

4. Knowledge Project - Codie Sanchez on buying small businesses

5. We Study Billionaires - Rob Arnott on market cycles and value

5 Podcasts We Are Listening to This Week

1. BG2 - Bill Gurley and Brad Gerstner on the CES, DOGE, AI compute

2. Founders - On Hetty Green, a 19th and early 20th century financier

3. Plain English - Michael Cembalest on AI, big tech, nuclear, Europe

4. Value Perspective - Stephen Clapham on accounting proficiency

5. Conversations with Tyler - Author Scott Sumner on monetary policy

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