Weekly Inspiration

Wisdom, Insights, and Ideas for Intelligent Investors

Dec 28, 2024

∙ Paid

In this weekly 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, desire to learn from great investors, or are in the process of building a great investment firm.

11 Articles We Are Reading This Week

Books - Javier Pérez
Charlie - Li Lu
Question - Mark Manson
Outlasting - Eric Markowitz
Black swans - Tom Morgan
Inflation dynamics - Scott Sumner
Dillard’s case study - Anh Hoang
Expensive iced coffee - CJ Gustafson
Secret to better habits - Ryan Holiday
Wrestling with faith and fate - Frederik Gieschen
Growth in franchise businesses - Andreas Dymasius

Letters, Presentations, Writeups…

Industry Insights: banking | cement | cloud software | energy

Company Slides: Baytex | BlackBerry | FactSet | FedEx | Scholastic

“Never mistake motion for action.” —Ernest Hemingway

5 Videos We Are Watching This Week

Prof G - Columnist Daniel Pink on how regret motivates us
Forbes - Real estate tycoon Don Peebles on building wealth
Point72 - Steve Cohen on careers in investment management
WealthTrack - Matt McLennan on investing in high-risk world
Library of Mistakes - Webb, Napier & Chancellor on mistakes

5 Podcasts We Are Listening to This Week

Plain English - Oliver Burkeman on the productivity paradox
Flyover Stocks - Jeff Fischer on investing other people’s money
Talking Billions - Chris Bloomstran navigates market challenges
Economic Club of NY - Jamie Dimon on business and politics
Behind the Balance Sheet - Greg Peters on equities and credit

Member Updates & Events

The following is a private section for MOI Global members. Membership is by invitation only. If you would like to become a member, be sure you are on the annual plan. It is the first step toward membership.