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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