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
Trade war - Jason Douglas
Concentration - James Emanuel
Future of warfare - Jordan Schneider
Get lost more often - David Epstein
The issue with cheap - Sebastian Krog
Mind, money, markets - Bogumil Baranowski
Four pillars of rationality - Kevin Carpenter
Graham’s net-net strategy - Sanjiv Shah
Monopolies buy innovation - Ben Thompson
Theory of intelligent agency - Richard Ngo
Category creation vs. reinvention - Rex Woodbury
Letters, Presentations, Writeups…
Industry Insights: ai | aluminum | banking | brewing | construction | gaming | health insurance | software | solar energy | streaming | technology | wine
Letters: Exor | Giverny | J.P. Morgan | Massif Capital | McElvaine | Merrill | Pender | Richmond Fed | Silver Beech | Turtle Creek
Company Insights: Alphabet | American Express | Dollar Tree | Duos Technologies | H-Mart | Hyster-Yale | Lifeway Foods | Lululemon
Company Slides: Canadian Solar | Dollar Tree | FedEx | KB Home | McCormick | Micron | MillerKnoll | Paychex | Petco | S4 Capital | Verint | Vistry
“The intelligent investor is a realist who sells to optimists and buys from pessimists.” —Wim Duisenberg
5 Videos We Are Watching This Week
CSIS - Chevron’s Mike Wirth on AI’s growing energy demand
AUM - Bob Robotti on opportunities in cyclical businesses
Wealthion - Barry Ritholtz on his book, “How Not to Invest”
Wealthtrack - Ed Yardeni cautious as tariffs upend markets
Yet Another Value - Chris Waller on the Seaport turnaround
5 Podcasts We Are Listening to This Week
BG2 - Gurley & Gerstner on market uncertainty, globalism, tariffs
Business Brew - Evan Tindell discusses investment opportunities
Wisdom in Books - John updates Peter Lynch's investing classic
Value Perspective - Nick Train on the undervalued UK stocks
Knowledge Project - James Dyson on frustration as inpiration
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