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
Why pay more - Harvey Sawikin
Implicit conviction - Paul Dutz
Illusion of progress - Anthony Deden
Tech equity dilution - Thomas Reiner
Conduit debt financing - Les Barclays
Robotaxis and suburbia - Ben Thompson
Haunting profit margins - James Emanuel
Mercedes money machine - Stephen Clapham
Firms are the smart money - Owen Lamont
Big bubbles with big wealth gaps - Ray Dalio
How advisers and clients see things - Joachim Klement
Letters, Presentations, Writeups…
Industry Insights: artificial intelligence | banking | copper | data centers | mining | private equity | publishing | semis | seniors housing | software
Geographic Insights: China | Europe | India | NYC
Letters: GS | Hinde | JPM | Maestria | Merrill | Samuel Weber | Sohra Peak
Company Insights: Brookfield | Molina | Monday | RideNow | SoftwareOne
Company Slides: Allianz | Energizer | Euroseas | Freeport | Helmerich & Payne | Medtronic | Subsea 7 | Swiss Re | Walmart | Williams-Sonoma | ZIM
“It is easy, of course, to pick out good companies, companies that are better than other companies. The problem is that they may not be good investments.” —Marty Whitman
5 Videos We Are Watching This Week
Ivey - Francisco García Paramés on long-term investing
Ivey - Mohnish Pabrai on the joys of being a “shameless cloner”
Stripe - Satya Nadella on AI, capex, and Microsoft’s strategy
Norges - Zak Brown on the McLaren’s remarkable turnaround
WealthTrack - François Rochon on the art of quality investing
5 Podcasts We Are Listening to This Week
TWIII - Bloomberg columnist Justin Fox on the AI spending boom
Odd Lots - Jeffrey Gundlach on broad-based asset overvaluation
David Perell - Atul Gawande on the process and art of writing
Business Brew - Mark Cooper on the global search for great ideas
Value Perspective - David Iben on select investment opportunities
Member Updates & Events
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