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
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
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