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
Economics - Howard Marks
Huawei story - Jordan Schneider
Risk preferences - Joachim Klement
Monetizing meals - Thomas Reiner
Investment truisms - Harvey Sawikin
Systems leadership - Robert Siegel
Emerging champions - Polymath Investor
Rethinking forex carry - Lionel Smoler Schatz
Alternative investments - Aswath Damodaran
Value in faraway places - Dave Waters
Hollywood in the new age - Trung Phan
Letters, Presentations, Writeups…
Industry Insights: AI agents | autonomous vehicles | aviation | banking | batteries | beauty | consumer | gaming | minerals | oil | real assets | software
Geographic Insights: China | Iran | Japan
Letters: Acadian | Lowell Capital | McKinsey | Merrill | Silver Beech
Company Insights: Bekaert | Elliptic Labs | Forward Logistics | Lakeland | Landstar | Toast | Uber | UnitedHealth | Vermilion Energy | Weight Watchers
Company Slides: Ashtead | Empire | Korn Ferry | Jabil | Wiley
“Good investing is boring investing.” —Bill Mann
5 Videos We Are Watching This Week
BG2 - Gerstner & Gurley chat with Coatue’s Laffont brothers
Impact - Chipotle’s Scott Boatwright on success and culture
David Novak - Samsara’s Sanjit Biswas on "big eyes, big ears"
Goldman Sachs - Steve Cohen on the markets and the Mets
Economic Club DC - Interview with Occidental’s Vicki Hollub
5 Podcasts We Are Listening to This Week
Motley Fool - Howard Marks on investing in human emotion
Value Perspective - Jamie Carter on emerging markets value
Value After Hours - Chris Waller on gems in small-cap value
Conversations with Tyler - Chris Arnade on walking the world
Behind the Balance Sheet - Kopernik’s Dave Iben on investing
Member Updates & Events
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