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.
MOI Global members, scroll down for member news and updates.
11 Articles We Are Reading This Week
Anomie - Rohit Krishnan
Privilege lost - Joachim Klement
AI poker game - James Emanuel
Subjective time - Scott Sumner
Data center blob - Michael Cembalest
World’s best airport - Trung Phan
Bubbles and liquidity - Harvey Sawikin
Doughnut economics - Noah Smith
GDP and industrial decline - Patrick Fitzsimmons
In praise of quarterly reports - Owen Lamont
Financialization of everything - Rex Woodbury
Letters, Presentations, Writeups…
Industry Insights: banking | container shipping | critical minerals | gaming | gold | materials | nuclear energy | payments | shipping | software | travel
Geographic Insights: Brazil | China | Eastern Europe | Japan
Letters: Crossroads | J.P. Morgan | LRT | Marram | Merrill | Oaktree | Vltava
Company Insights: DCC | DoorDash | Exor | Euronet | Flotek | FST Corp | Google | Heico | Molina Healthcare | Occidental | Portillo’s | SOBI | Wasion
Company Slides: Accenture | Carnival | Conagra | Costco | H.B. Fuller | Lamb Weston | Lufthansa | Osisko | Paychex | Progress | Tesco | UNFI
“Investment success is usually found in enduring periods of uncertainty rather than exploiting moments of clarity.” —David Einhorn
5 Videos We Are Watching This Week
Norges - Johan Norberg on rise and fall of civilizations
PermCap - Bill Ackman in conversation at the Citadel
Brookfield - Erik Schatzker’s fireside chat with Bruce Flatt
Insightful Investor - Adam Blitz on manager selection, etc.
Knowledge Project - Barry Diller on his path, media, and AI
5 Podcasts We Are Listening to This Week
Odd Lots - Terry Duffy on the CME’s push into retail trading
DoubleLine - Jeff Gundlach on inflation and interest rates
David Perell - Dan Wang on his writing process, and China
Talking Billions - Matthew Peterson on structured investing
How I Built This - Craig Newmark on the story of Craigslist
Coming soon: A conversation with Bill Coleman, Managing Director at Live Oak in Wilmington, NC. Here’s Bill on his membership in MOI Global:
Member Updates & Events
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