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
Tariffs - Ray Dalio
Trade deficit - Roger Lowenstein
Superpower suicide - Doug O’Laughlin
Passive index bubble - Javier Perez
Magical conversations - Frederik Gieschen
Tech company stock dilution - Thomas Reiner
Godin on rethinking longevity - Eric Markowitz
Three stories for every investor - James Emanuel
Economic growth and electricity - Greg Ip
Sleepy business to top performer - Dan Rasmussen
China’s race to general intelligence - Jordan Schneider
Letters, Presentations, Writeups…
Industry Insights: automotive | banking | chemicals | gaming | homeowners insurance | marketplaces | rare earths | shipbuilding | software | staffing
Letters: Goldman Sachs | J.P. Morgan | Oaktree | Plymouth Rock | Vltava
Company Insights: AMD | Compass Minerals | Everus | Gildan | Google | Heartland Express | Illumina | Intel | Porsche | Tencent | TSMC | Velan
Company Slides: BlackBerry | Eldorado Gold | H.B. Fuller | Lamb Weston | LPL Financial | Novagold | RH | TD Synnex | Winnebago
“True happiness is to enjoy the present, without anxious dependence upon the future, not to amuse ourselves with either hopes or fears but to rest satisfied with what we have, which is sufficient, for he that is so wants nothing. The greatest blessings of mankind are within us and within our reach.” —Seneca
5 Videos We Are Watching This Week
Norges - GSK’s Emma Walmsley on AI and drug discovery
Dwarkesh - Month-by-month to 2027 intelligence explosion
Wealthtrack - Ed Yardeni on economic and market resilience
Chris Williamson - Naval Ravikant explores human nature
Knowledge Project - Bruce Flatt on global economic trends
5 Podcasts We Are Listening to This Week
Acquired - Rene Haas on ARM as the default chip architecture
Founders - David Senra on life and work of Citadel’s Ken Griffin
Business Brew - Jingshu Zhang discusses opportunities in China
Money Makers - Ed Chancellor & Russell Napier in conversation
Value Perspective - Langdon’s Greg Dean on building the firm
Member Updates & Events
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