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.
MOI Global members, scroll down for member news and updates.
11 Articles We Are Reading This Week
Bucket shops - John Hempton
Opposing ideas - Dan Rasmussen
Race for space law - Lily Ottinger
Investment truisms - Harvey Sawikin
Instant gratification - James Emanuel
Kushner’s new world - Jeremy Stern
Culture and attention - Derek Thompson
Billionaire baby boom - Scott Sumner
Russia conflict scenarios - Mauricio Heck
Price vs earnings momentum - Joachim Klement
Taste as the last scarce resource - Rex Woodbury
Letters, Presentations, Writeups…
Industry Insights: artificial intelligence | diamonds | LLMs for investing | private equity | rare earths | semiconductors | software | sports | water
Geographic Insights: Argentina | China | Europe | UK
Letters: Clayton | Gardner Russo | JCP | Nightview | O’Keefe Stevens | Raymond James | Southeastern | St. James | Warden | Wedgewood
Company Insights: ASML | Lundin Mining | LVMH | Mercado Libre | Oriental Watch | PowerFleet | Shin Maint | Solstice Advanced Materials
Company Slides: ASML | Bank of America | BlackRock | Citi | Ericsson | Fastenal | Goldman Sachs | J&J | JPM | Nestle | TSMC | USB | Wells Fargo
“The real difference in investing is not found in IQ but in temperament.” —Philip Carret
5 Videos We Are Watching This Week
Norges - Sea CEO Forrest Li on his leadership approach
Tim Ferriss - Richard Thaler on “the winner’s curse”
David Senra - Michael Dell on his investment philosophy
Fortune Magazine - Jamie Dimon on U.S. and global issues
Knowledge Project - Tracy Britt Cool on fixing businesses
5 Podcasts We Are Listening to This Week
BG2 - Bill Gurley and Brad Gerstner on the AI bubble
TWIII - Yaron Naymark on his philosophy, favorite ideas
Talking Billions - Michael Gielkens on permanence culture
Excess Returns - Chris Mayer on investing and markets
VI with Legends - Bill Ackman on his investment playbook
Member Updates & Events
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