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.
Meet fellow members and great investors at Latticework 2026.
11 Articles We Are Reading This Week
Capitulation - Harvey Sawikin
Country risk - Aswath Damodaran
Amor fati entropy - Hollis Robbins
On not selling too early - Javier Pérez
AI consciousness claims - Erik Hoel
Kimi no reason for panic - Shakeel Hashim
Software’s selective selloff - Moses Sternstein
Two centuries of reinvention - Eric Markowitz
Hiring a million bad employees - George Sivulka
Mesa-optimization and education - Matt Duffy
Preemptive regulation and progress - Steven Sinofsky
Letters, Presentations, Writeups…
Industry Insights: banking | gaming | nuclear | payments | software
Geographic Insights: Brazil | China | Latin America | Ukraine
Letters: Cedar Grove | Clayton | Far View | GDS Investments | GMO | JEN Capital | Laughing Water | Longleaf | Oakmark | Right Tail | Wedgewood
Company Insights: Buckle | Compass Diversified / Kyvo | Orchard Funding | PayPal | Rotork | Solstice | Stitch Fix | Toshiba | Ubisoft
Company Slides: ASML | Bank of America | BlackRock | Conagra | Fastenal | GE Aerospace | GS | J&J | J.P. Morgan | Solstad | Wells Fargo
“The riskiest moment is when you’re right. That’s when you’re in the most trouble, because you tend to overstay the good decisions.” —Peter Bernstein
5 Videos We Are Watching This Week
CNBC - Warren Buffett on starting Berkshire’s investment in Alphabet
Bloomberg - Ryan Cohen on GameStop’s eBay bid and game software
David Perell - Hachette CEO David Shelley on the publishing business
My First Million - Howard Marks on luck, timing, and misspent years
Graham Bensinger - Greg Norman on golf, life and his $300M empire
5 Podcasts We Are Listening to This Week
Bloomberg - Jason Wenk on challenging the asset management titans
In Good Company - Bellingcat founder Eliot Higgins on hunting truth
The Acquirers Podcast - On Terry Smith as quality investing struggles
Conversations with Tyler - Chase Koch on principles amidst entropy
Behind the Balance Sheet - Rich Pzena on buying out-of-favor stocks
