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
Fed gives up - Scott Sumner
Smuggling chips - Jordan Schneider
Sports car paradox - Bogumil Baranowski
Capital and industry - Kevin Zhang
Design as differentiator - Rex Woodbury
Greatest contract clause - Trung Phan
Buffett’s first business exit - Anh Hoang
Auditors as whistleblowers - Francine McKenna
Perfectionism and portfolios - Harvey Sawikin
Plasma, tarot, and the will to know - Tom Morgan
Getting the opposite of what you want - Richard Ngo
Letters, Presentations, Writeups…
Industry Insights: ai | banking | big tech | flash memory | gaming | grocery delivery | it services | movies | real assets | semiconductors | software
Geographic Insights: Africa | Asia | China | Taiwan
Letters: GMO | Lux | Maestria | McElvaine | Pender | Pershing Square
Company Insights: Amazon | Fever-Tree | Gamco Investors | NCR Atleos | Nu Holdings | Ondo InsurTech | Orion | Rubrik | Scatec | Tootsie Roll | Tyro
Company Slides: BHP | Broadstone | DHL | DNOW | FirstEnergy | Jupiter Mines | Kapsch | Medtronic | MSCI | Reliance | Walmart | ZIM | Zoom
“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid.” —Charlie Munger
5 Videos We Are Watching This Week
DOAC - Mohnish Pabrai shares his investing and life wisdom
Norges - Orange CEO Heydemann on the telecom business
CNBC TV - Vista’s Robert Smith on AI, investment opportunities
WealthTrack - Tweedy Browne’s John Spears on insider buying
Goldman Sachs - Centerbridge's Aronson on private markets
5 Podcasts We Are Listening to This Week
YAVP - Artem Fokin on AI and perfecting the craft of investing
EconTalk - Tim Ferriss on his routine, podcasting, and using AI
Dwarkesh - Jacob Kimmel on evolution, aging, and “de-aging”
Peter Attia - Charles Duhigg on how to build and break habits
Art of Quality - Victor Wooten on patterns in music and life
Member Updates & Events
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