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.
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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