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.
11 Articles We Are Reading This Week
Mercantilism - Will Thomson
AI and writing - Frederik Gieschen
Broken markets - Brooklyn Investor
Zoomer behavior - Michael Fritzell
Repeating bubbles - Owen Lamont
Japan’s bubble burst - Rei Saito
Global value investing - Li Lu
End game in business - Aswath Damodaran
AI return on investment - Daniel Rasmussen
Changes in financial markets - Andrew Bailey
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
“You must accept the truth from whatever source it comes.” —Maimonides
5 Videos We Are Watching This Week
iConnections - Howard Marks on the equity market environment
Kleiner Perkins - Activision Blizzard ex-CEO on TikTok, Microsoft
92nd Street NY - Eric Schmidt, Craig Mundie on their book on AI
Monetary Matters - Dan Rasmussen on private equity, new book
Rational Reminder - Michael Mauboussin on investors’ “one job”
5 Podcasts We Are Listening to This Week
TWIII - Tom Morgan on curiosity, the brain, energy, and investing
Founders - Takeaways from the book, “Hess: The Last Oil Baron”
Dwarkesh - Two of Gemini's co-leads on Google's path to AGI
Keeping it Simple - Prof. Valentin Haddad on passive investing
Value After Hours - Ardal Loh-Gronager’s “The Perceptive Investor”
Member Updates & Events
The following is a private section for MOI Global members. Membership is by invitation only. If you would like to become a member, be sure you are on the annual plan. It is the first step toward full membership.