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
AI and big five - Ben Thompson
Gonzo startups - Byrne Hobart
Quantum long game - Eric Markowitz
Rise of private credit - Sairaj Shinde
How the world is changing - Rex Woodbury
No bad risks, only bad rates - Kevin Carpenter
Dying industry dies a bit more - Ed Conway
China’s unprofitability problem - Noah Smith
Cultural decline of literary fiction - Owen Yingling
Investment heuristics cage match - Joachim Klement
Man who changed computing forever - Gareth Edwards
Letters, Presentations, Writeups…
Industry Insights: AI | banking | gaming | housing | real estate | software
Geographic Insights: China | Japan | Latvia | Taiwan
Letters: Merrill | The Value Firm
Company Insights: Blend Labs | Booking | EchoStar | Uber | Veeva Systems
Company Slides: Carnival | Commercial Metals | Darden | FactSet | FedEx | General Mills | KB Home | Kroger | Micron | Paychex | Winnebago
“You get recessions, you have stock market declines. If you don't understand that's going to happen, then you're not ready, you won't do well in the markets.” —Peter Bernstein
5 Videos We Are Watching This Week
Norges - Novartis CEO Vasant Narasimhan on pharma innovation
Money Stuff - Cliff Asness on meme stocks, private assets, timing
Y Combinator - Satya Nadella on AI bets, hyperscaling, quantum
Knowledge Project - PepsiCo ex-CEO Indra Nooyi on leadership
Richer, Wiser, Happier - Bill Nygren’s market-beating philosophy
5 Podcasts We Are Listening to This Week
Founders - Lessons from Michele Ferrero’s $40bn chocolate empire
Talking Billions - Barry Ritholtz on his book, “How Not to Invest”
Wisdom in Books - Laurence Endersen on identifying compounders
How Leaders Lead - Southwest Airlines’ Bob Jordan on leadership
Conversations with Tyler - Austan Goolsbee on data and judgment
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