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.
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11 Articles We Are Reading This Week
Omaha - Bogumil Baranowski
Hyperscalers - James Emanuel
Buy, hold, sell - Dan Shuart
Aligned agents - Rohit Krishnan
Sound craftsman - Todd Wenning
Leaky abstraction - Alex Danco
Global imbalances - Adam Tooze
Poincaré’s mistake - Mauricio Heck
Wealth and structure - Anh Hoang
Uncertain uncertainties - Kevin Kelly
Private equity markdowns - Greg Obenshain
Letters, Presentations, Writeups…
Industry Insights: banking | crude oil | economics | hyperscalers | saas | software | tech | gaming | power transformers | private credit | quantum
Geographic Insights: China | Latin America | UK
Letters: Arquitos | CrossingBridge | Elena | Gardner Russo | Gate City | GMO | Miller Howard | Moerus | Pabrai | Pzena | Wedgewood
Company Insights: Altius | Barratt | Booking | Burford | Fairfax | Insperity | Magnum | Markel | Premium Brands | Sabre | ServiceNow | Spotify
Company Slides: Adidas | Alphabet | Amazon | Booking | Crocs | FICO | Lilly | Meta | MGM | Microsoft | Novartis | Parker-Hannifin | Subsea 7 | Volkswagen
“The real key to making money in stocks is not to get scared out of them.” —Peter Lynch
5 Videos We Are Watching This Week
VALUEx - Spier, Ackman, Bloomstran, Gayner, Lawrence, Pabrai, et al.
Prof G Pod - Ray Dalio on the new world order, debt cycles, the future
Cheeky Pint - Evan Spiegel of Snap on what’s next after phones, AR/AI
Invest Like the Best - Paul Tudor Jones on 50 years of trading lessons
Economic Club of D.C. - FedEx CEO Raj Subramaniam on leadership
5 Podcasts We Are Listening to This Week
Longriver - Dan Rupp of Parkway Capital on his investment approach
Business Brew - Evan Tindell of Bireme on contrarian value investing
In Good Company - Jamie Dimon on culture, risk, the world economy
Invest Like the Best - Dylan Patel on AI compute supply and demand
Conversations with Tyler - Craig Newmark on craft and institutions
Member Updates & Events
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