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.