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
Tariffs - Stephen Clapham
Returns - Conor Mac
Disruption - Ben Thompson
Slot machines - Trung Phan
Insider markets - Harvey Sawikin
History of tariffs - Daniel Rasmussen
Strategic net cash - Polymath Investor
Alternative investing - James Emanuel
Models aren’t moats - Rex Woodbury
China's lagging cloud - JS Tan
Navigating uncertainty - Bogumil Baranowski
Letters, Presentations, Writeups…
Industry Insights: airlines | credit cards | footwear | gaming | grocery | nanotechnology | software | vitamins | waste management | water
Geographic Insights: China | Iran | Japan | Korea | Mexico | US
Letters: Clayton | Goldman Sachs | Greenlight | Hertford | JDP | JEN Capital | J.P. Morgan | LVS | Maran | Merrill | Peterson | Vltava | Wedgewood
Company Insights: Boreo | Braze | ContextLogic | Heartland Express | Tigers Polymers | Total Site Solutions | TSMC | Warner Bros. Discovery
Company Slides: Alcoa | AmEx | BofA | BlackRock | Blackstone | Citi | D.R. Horton | Fastenal | GS | JPM | J&J | LVMH | TSMC | Wells Fargo
"Just because improvements aren't visible doesn't mean they aren't happening. You're not going to see the number change each time you step on the scale. You're not going to finish a chapter each time you sit down to write. Early wins come easy. Lasting wins require a lifestyle." —James Clear
5 Videos We Are Watching This Week
Norges - Warner Music CEO on industry evolution, disruption
Moonshots - Uber founder on AI, risk, and building the future
DoubleLine - Gundlach et al. on investing in uncertain times
Excess Returns - Richard Bernstein on tariffs, passive investing
Knowledge Project - Entrepreneur Bret Taylor on AI agents
5 Podcasts We Are Listening to This Week
Founders - Lessons from Michael Dell’s entrepreneurial journey
Dwarkesh - AI entrepreneurs on why AGI is still 30 years away
Wisdom in Books - James Emanuel on essence of great ideas
Capital Allocators - Panel on global markets and geopolitics
Value After Hours - Barry Ritholtz discusses “How Not to Invest”
Member Updates & Events
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