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.
11 Articles We Are Reading This Week
Best days - Cliff Asness
Hypotheses - Polymath Investor
Going broke - Ray Dalio
Great recession - Scott Sumner
Stellar societies - Eric Markowitz
Death of growth - Javier Perez
Migrate to survive - Joachim Klement
Flex compensation - Thomas Reiner
Long game of trust - Kevin Carpenter
Evaluating resilience - Todd Wenning
Quest to remove friction - Rohit Krishnan
Letters, Presentations, Writeups…
Industry Insights: AI | apparel retail | banking | biotech | gaming | housing | internet search | payment processing | real assets | software
Letters: Ace River | Donville Kent | GDS | Fairlight | Merrill | Sohra Peak
Company Insights: AutoNation | Broadcom | Howden Joinery | Paypal | Sable Offshore | Sasol | Telefonica Brasil | Trager Grills
Company Slides: ABM Industries | America’s Car-Mart | Core & Main | GitLab | Graham | Inditex | J.M. Smucker | Skillsoft | UNFI | Victoria’s Secret
“A superior investor is one who, after his mistakes, remains humble and disciplined, and never assumes he's found all the answers.” —Howard Marks
5 Videos We Are Watching This Week
Grit - Zoom founder Eric Yuan on refreshing the company culture
Norges - Wharton Prof. Ethan Mollick on harnessing AI's potential
DoubleLine - Jeffrey Gundlach on increasingly surreal disconnects
India Opportunity - Prof. Sanjay Bakshi on value-oriented investing
Knowledge Project - Reed Hastings on Netflix’s game-changing bet
5 Podcasts We Are Listening to This Week
BG2 - Bill Gurley and Brad Gerstner on AI, rare earths, and China
Dwarkesh - Ken Rogoff on China, inflation, the coming debt crisis
Value Perspective - Herb Greenberg on social media, short selling
Value After Hours - John Huber on small-cap value and the Mag 7
Joys of Compounding - Will Thorndike revisits “The Outsiders”
Member Updates & Events
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