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 - MOI Global
Curiosity - Mauricio Heck
Tautologies - Scott Sumner
Ode to restraint - Aswath Damodaran
Doing too much - David Epstein
Amazon’s durability - Ben Thompson
Japan auto endgame - Rei Saito
Job apocalypse fantasy - David George
Core of every investment - James Emanuel
New age of knowledge work - Rex Woodbury
Smart planners, simple markets - Rohit Krishnan
Letters, Presentations, Writeups…
Industry Insights: airlines | banking | crude oil | gaming | insurance brokers | meatpacking | oil refining | private credit | software | solar and wind
Geographic Insights: China | Ireland | Japan | Korea | Taiwan
Letters: 1 Main | Baillie Gifford | Bestinver | Brennan Asset Management | Chess | Coatue | Deep Sail | MAAT Investment Group | Masonry
Company Insights: Alquiber | Amazon | Barratt | CCOI / ULH | Daikin | GXO | Hikari Tsushin | Microsoft | Nintendo | Ryanair | Sabre | Sasken
Company Slides: AMD | BD | Cheniere | Cummins | DHT | Eaton | Kraft Heinz | Louisiana-Pacific | Novo Nordisk | PayPal | Realty Income | Zoetis
“It was never my thinking that made the big money for me. It was always my sitting.” —Jesse Livermore
5 Videos We Are Watching This Week
CNBC - Interview with Berkshire Hathaway Chairman Warren Buffett
Milken - Citadel’s Ken Griffin on global and domestic issues to watch
Brookfield - Larry Fink and Bruce Flatt on the global investing outlook
Nikhil Kamath - Howard Marks on AI, debt vs equity, lessons of cycles
Ivey Business School - Prof. Stephen Penman on the meaning of value
5 Podcasts We Are Listening to This Week
a16z - Former Blackstone President Tony James on Wall Street lessons
ChinaTalk - Ken Liu on AI, freedom, and where intelligence is headed
Business Brew - Peter Mantas on uniQure and the Huntington's case
In Good Company - IBM CEO Arvind Krishna on technology and AI
Invest Like the Best - Brian Chesky of Airbnb on going to CEO mode
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.