- MOI Global
- Posts
- Member News and Reading Inspiration
Member News and Reading Inspiration
Quote We Are Contemplating This Week
"We just never know when opportunity is going to come along, but it does come along from time to time. And sometimes in financial markets, it comes in a huge way. That will happen from time to time…. Things will happen, and then you have to be able to act—and that means both in terms of having the ability and also having the mental fortitude to jump in when most people are jumping out." —Warren Buffett, 2013
11 Articles We Are Reading This Week
Rare skills - Morgan Housel
Expensive junk - Greg Obenshain
Tech directorate - Jordan Schneider
China's escalation - Ray Dalio
Policy and tradeoffs - Roger Lowenstein
Demand-side platform - Ronan Shields
Value and interest rates - Cliff Asness
Algorithmic money faucet - Kyla Scanlon
Zilingo and investor idiocy - Kalani Scarrott
Mexico's development puzzle - Noah Smith
How to lose money in derivatives - Sebastien Lleo
Letters, Presentations, Writeups...
Industry Insights: automotive | crypto | delivery | gasoline | real estate
Letters & Commentaries: Andorra | Bank of America | Brookfield | Giverny | McKinsey | Merrill | Moody's | Silver Ring Value | Tidefall | Tollymore
Company Writeups: Asahi Intelligence Service | Beenos | Berkshire Hathaway | BYD | Dusk Group | Moderna | Nitori | Twitter | Unity | Walmart
Company Slides: Alcon | Cardinal Health | DHT | Franco Nevada | Lenovo | Pan American Silver | Roblox | Siemens | Stelco | Wendy's | Wolverine
5 Podcasts We Are Listening to This Week
Knowledge Project - Gary Klein on making better decisions
Market Champions - Rory Johnston on oil market dynamics
Invest Like the Best - Ravi Gupta on the importance of focus
Business Breakdowns - Matt Reustle on Union Pacific's business
Wisdom From The Top - Carl Bass on Autodesk's evolution