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
Returns - Owen Lamont
Capex cycles - Chris Satterthwaite
AI skepticism - Matt Franz
Position sizing - Harvey Sawikin
Fake plastic trees - Phil Bak
Apple’s sugar water - Ben Thompson
Money versus freedom - Frederik Gieschen
Capitalism's conscience - Kevin Carpenter
Atomic engineering history - Brian Potter
Capital allocation masterclass - Will Thomson
Intuition, imagination, and emotion - Eric Markowitz
Letters, Presentations, Writeups…
Industry Insights: ai | banking | cooling technologies | crude oil | health | homebuilding | logistics | offshore drilling | olefins | social media | software
Geographic Insights: Argentina | China | Europe | Singapore
Letters: GDS | Goldman | J.P. Morgan | Merrill | Moerus | Silver Beech
Company Insights: Intelligent Monitoring | Magna Mining | Rubrik | WOSG
Company Slides: ABM | AeroVironment | Argan | Core & Main | Emcor | Hibiscus | Inditex | Korn Ferry | Matrix Service | Playtech | Rubrik | Vistry
“To be successful, concentrate on the companies you own, not on the market itself.” —Walter Schloss
5 Videos We Are Watching This Week
All-In - Google DeepMind CEO Demis Hassabis on AI progress
All-In - Elon Musk on DOGE, Optimus, Starlink smartphones, AI
All-In - Alex Karp on Palantir’s data empire, skeptics, how to win
Bloomberg - John Malone on Warner, Sirius, streaming, deals
Office Hours - Jamie Dimon on geopolitical and economic risks
5 Podcasts We Are Listening to This Week
Motley Fool - Baillie Gifford’s Tom Slater on long-term investing
Tech Strategy - Jeff Towson argues that data scale is not a moat
How I Built This - Razor founder Carlton Calvin on reinvention
Rock and Turner - James Emanuel on Scandinavian acquirers
Knowledge Project - Lessons from FedEx founder Fred Smith
Member Updates & Events
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