Weekly Inspiration

Wisdom, Insights, and Ideas for Intelligent Investors

Jul 19, 2025

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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

Labubu - Owen Lamont
Halo effect - Kevin Kwok
Taxi cab theory - Rex Woodbury
Slow apocalypse - Rohit Krishnan
Nominal nonsense - Scott Sumner
Refining the recipe - Larry Pitkowsky
Logic as adversary - James Emanuel
Buffett’s intangible moats - Kai Wu
What you see is all there is - Joachim Klement
Elegy for a servant of the market - Harvey Sawikin
When privates are publicly traded - Daniel Rasmussen

Letters, Presentations, Writeups…

Geographic Insights: China | Europe | Japan | US

“Always invest for the long term — because the short term is a series of unpredictable events.” —Shelby M.C. Davis

5 Videos We Are Watching This Week

Stanford - Graham Weaver on designing and playing a winnable game
92nd Street NY - Ray Dalio on his new book, How Countries Go Broke
Master Investor - Jeremy Grantham on Nvidia and predicting a bubble
How Leaders Lead - Mike Cessario on Liquid Death’s brand success
Insightful Investor - Jon Gray on leadership, trends, scaling Blackstone

5 Podcasts We Are Listening to This Week

BG2 - Michael Dell on Invest America, AI talent wars, compute demand
Acquired - Jamie Dimon on building J.P. Morgan Chase into the leader
VI with Legends - Cliff Asness on quant origins and market inefficiencies
Masters in Business - Richard Bernstein on the outlook for markets
Behind the Balance Sheet - Artisan’s David Samra on managing $50bn

Member Updates & Events

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