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.

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11 Articles We Are Reading This Week

1. AI and big five - Ben Thompson

2. Gonzo startups - Byrne Hobart

3. Quantum long game - Eric Markowitz

4. Rise of private credit - Sairaj Shinde

5. How the world is changing - Rex Woodbury

6. No bad risks, only bad rates - Kevin Carpenter

7. Dying industry dies a bit more - Ed Conway

8. China’s unprofitability problem - Noah Smith

9. Cultural decline of literary fiction - Owen Yingling

10. Investment heuristics cage match - Joachim Klement

11. 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

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“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

1. Norges - Novartis CEO Vasant Narasimhan on pharma innovation

2. Money Stuff - Cliff Asness on meme stocks, private assets, timing

3. Y Combinator - Satya Nadella on AI bets, hyperscaling, quantum

4. Knowledge Project - PepsiCo ex-CEO Indra Nooyi on leadership

5. Richer, Wiser, Happier - Bill Nygren’s market-beating philosophy

5 Podcasts We Are Listening to This Week

1. Founders - Lessons from Michele Ferrero’s $40bn chocolate empire

2. Talking Billions - Barry Ritholtz on his book, “How Not to Invest”

3. Wisdom in Books - Laurence Endersen on identifying compounders

4. How Leaders Lead - Southwest Airlines’ Bob Jordan on leadership

5. Conversations with Tyler - Austan Goolsbee on data and judgment

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