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.
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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