Weekly Inspiration

Wisdom, Insights, and Ideas for Intelligent Investors

In this weekly 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, desire to learn from great investors, or are in the process of building a great investment firm.

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11 Articles We Are Reading This Week

1. Mercantilism - Will Thomson

2. AI and writing - Frederik Gieschen

3. Broken markets - Brooklyn Investor

4. Zoomer behavior - Michael Fritzell

5. Repeating bubbles - Owen Lamont

6. Japan’s bubble burst - Rei Saito

7. Global value investing - Li Lu

8. End game in business - Aswath Damodaran

9. AI return on investment - Daniel Rasmussen

10. Changes in financial markets - Andrew Bailey

11. Long-term investor’s playbook - Polymath Investor

Letters, Presentations, Writeups…

Industry Insights: AGI | alcoholic beverages | banking | biopharma | construction | copper | ETFs | gaming | real estate | software | venture capital

Letters: Alluvial | Brookfield | Cedar Creek | Donville Kent | Goldman Sachs | Maestria | McIntyre | Moerus | Pershing Square | Smoak | Unison

Company Insights: Adyen | EnerSys | Ensign Energy | International Petroleum | Jubilee Metals | Pan African Resources | Paysafe | Peloton

Company Slides: Dominion Energy | EssilorLuxottica | Exelon | Global Payments | Hertz | Kraft Heinz | Nestle | S&P Global | Unilever | W.P. Carey

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“You must accept the truth from whatever source it comes.” —Maimonides

5 Videos We Are Watching This Week

1. iConnections - Howard Marks on the equity market environment

2. Kleiner Perkins - Activision Blizzard ex-CEO on TikTok, Microsoft

3. 92nd Street NY - Eric Schmidt, Craig Mundie on their book on AI

4. Monetary Matters - Dan Rasmussen on private equity, new book

5. Rational Reminder - Michael Mauboussin on investors’ “one job”

5 Podcasts We Are Listening to This Week

1. TWIII - Tom Morgan on curiosity, the brain, energy, and investing

2. Founders - Takeaways from the book, “Hess: The Last Oil Baron”

3. Dwarkesh - Two of Gemini's co-leads on Google's path to AGI

4. Keeping it Simple - Prof. Valentin Haddad on passive investing

5. Value After Hours - Ardal Loh-Gronager’s “The Perceptive Investor”

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