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
Lessons - Eric Markowitz
Bifurcation - Owen Lamont
AI hitting wall - Rohit Krishnan
Wilson’s story - Kris Devasabai
Bubble spotting - Jason Zweig
Persistent alpha - Daniel Rasmussen
European malaise - Scott Sumner
Swift tour economics - Trung Phan
Science-backed learning - Polymath Investor
Value investing relevance - Excelsior Capital
Stock-based compensation - CJ Gustafson
Letters, Presentations, Writeups…
Industry Insights: AI | banking | biopharma | electronic design automation | genomics | healthcare | real estate | robots | software | solar | video games
Letters: Bonhoeffer | GDS Investments | J.P. Morgan | Merrill | RBC
Company Insights: ABF | Broadcom | Energy Fuels | Haivision | Nebius Group | Sportsman’s Warehouse | Valvoline | Watkin Jones | WM Technology
Company Slides: ABM | Conagra | Costco | Darden | General Mills | Lamb Weston | Lee | Micron | MillerKnoll | Steelcase | Toro | Worthington Steel
“The purpose of knowledge is action, not knowledge.” —Aristotle
5 Videos We Are Watching This Week
BG2 - Satya Nadella on Microsoft and the future of software
Wealthion - Felix Zulauf on valuations, liquidity, inflation
WealthTrack - David Giroux on stock market valuations
Excess Returns - Dan Rasmussen dispells investing myths
Goldman Sachs - Nicolai Tangen on sovereign investing
5 Podcasts We Are Listening to This Week
TWIII - Daniel Prather on Google's ongoing antitrust issues
Founders - Takeaways from Jeff Bezos at DealBook Summit
Acquired - Co-hosts discuss the history and strategy of Mars
Latticework - HBS Professor Lauren Cohen on family offices
Invest Like the Best - Cognition’s Scott Wu on programming
Member News & Updates
The following is a private section with MOI Global member updates and events. Membership is by invitation only. If you are not a member, be sure you are on the annual plan as the first step toward membership.