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

1. Fed gives up - Scott Sumner

2. Smuggling chips - Jordan Schneider

3. Sports car paradox - Bogumil Baranowski

4. Capital and industry - Kevin Zhang

5. Design as differentiator - Rex Woodbury

6. Greatest contract clause - Trung Phan

7. Buffett’s first business exit - Anh Hoang

8. Auditors as whistleblowers - Francine McKenna

9. Perfectionism and portfolios - Harvey Sawikin

10. Plasma, tarot, and the will to know - Tom Morgan

11. 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

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“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

1. DOAC - Mohnish Pabrai shares his investing and life wisdom

2. Norges - Orange CEO Heydemann on the telecom business

3. CNBC TV - Vista’s Robert Smith on AI, investment opportunities

4. WealthTrack - Tweedy Browne’s John Spears on insider buying

5. Goldman Sachs - Centerbridge's Aronson on private markets

5 Podcasts We Are Listening to This Week

1. YAVP - Artem Fokin on AI and perfecting the craft of investing

2. EconTalk - Tim Ferriss on his routine, podcasting, and using AI

3. Dwarkesh - Jacob Kimmel on evolution, aging, and “de-aging”

4. Peter Attia - Charles Duhigg on how to build and break habits

5. Art of Quality - Victor Wooten on patterns in music and life

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Member Updates & Events

The following is a private section for MOI Global members. Membership is by invitation only. If you would like to become a member, be sure you are on the annual plan. It is the first step toward full membership.