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.

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11 Articles We Are Reading This Week

1. Labubu - Owen Lamont

2. Halo effect - Kevin Kwok

3. Taxi cab theory - Rex Woodbury

4. Slow apocalypse - Rohit Krishnan

5. Nominal nonsense - Scott Sumner

6. Refining the recipe - Larry Pitkowsky

7. Logic as adversary - James Emanuel

8. Buffett’s intangible moats - Kai Wu

9. What you see is all there is - Joachim Klement

10. Elegy for a servant of the market - Harvey Sawikin

11. When privates are publicly traded - Daniel Rasmussen

Letters, Presentations, Writeups…

Industry Insights: agriculture | banking | bitcoin | copper | logistics | real assets | real estate | restaurant technology | software | solar power | SPACs

Geographic Insights: China | Europe | Japan | US

Letters: Arevilo | Clayton | Fundsmith | GDS | GreensKeeper | Headwaters | JCP | J.P. Morgan | LVS | Merrill | Peterson | Upslope | Wedgewood

Company Insights: Argent Industrial | Ashtead | AST SpaceMobile | Babcock & Wilcox | Bluerock | Evolution | IAC | Meta | OTC Markets | Shopee | TSMC

Company Slides: Alcoa | ASML | BofA | BlackRock | Citi | Fastenal | GE Aerospace | GS | J&J | J.P. Morgan | Novartis | TSMC | Volvo | Wells Fargo

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“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

1. Stanford - Graham Weaver on designing and playing a winnable game

2. 92nd Street NY - Ray Dalio on his new book, How Countries Go Broke

3. Master Investor - Jeremy Grantham on Nvidia and predicting a bubble

4. How Leaders Lead - Mike Cessario on Liquid Death’s brand success

5. Insightful Investor - Jon Gray on leadership, trends, scaling Blackstone

5 Podcasts We Are Listening to This Week

1. BG2 - Michael Dell on Invest America, AI talent wars, compute demand

2. Acquired - Jamie Dimon on building J.P. Morgan Chase into the leader

3. VI with Legends - Cliff Asness on quant origins and market inefficiencies

4. Masters in Business - Richard Bernstein on the outlook for markets

5. Behind the Balance Sheet - Artisan’s David Samra on managing $50bn

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