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.
11 Articles We Are Reading This Week
Data update - Aswath Damodaran
Bubble watch - Howard Marks
Buying the index - Dan Shuart
Growth guidance - Naoki Ito
Running the long race - Simon Handrahan
An allocator looks back - Cliff Asness
Philanthropy of knowledge - Kevin Carpenter
When principles don't work - Harvey Sawikin
America’s wealthiest woman - Anh Hoang
Seven pillars of market bubbles - Owen Lamont
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
“Change is never painful, only the resistance to change is painful.” —Buddha
5 Videos We Are Watching This Week
Norges - Accenture’s Julie Sweet on innovation and leadership
Associated Press - Jensen Huang’s keynote speech at CES
David Rubenstein - Eli Lilly’s Dave Ricks on counterfeit drugs
Knowledge Project - Codie Sanchez on buying small businesses
We Study Billionaires - Rob Arnott on market cycles and value
5 Podcasts We Are Listening to This Week
BG2 - Bill Gurley and Brad Gerstner on the CES, DOGE, AI compute
Founders - On Hetty Green, a 19th and early 20th century financier
Plain English - Michael Cembalest on AI, big tech, nuclear, Europe
Value Perspective - Stephen Clapham on accounting proficiency
Conversations with Tyler - Author Scott Sumner on monetary policy
Member Updates & Events
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