• MOI Global
  • Posts
  • Member News and Reading Inspiration

Member News and Reading Inspiration

September 03, 2022

Quote We Are Contemplating This Week

"A world without discomfort is utopia. But it is also stagnant. A world perfectly fair in some dimensions would be horribly unfair in others. A utopia has no problems to solve, but therefore no opportunities either." —Kevin Kelly

MOI Global - Selected Highlights

The Great Technology Bubble has resulted in the squandering of trillions of dollars of capital in the quest to find the next Amazon or Google.

We are delighted to bring you this interview with Kochouseph Chittilappilly, founder of V-Guard Industries and Wonderla Holidays.

We had the pleasure of speaking with Kevin Durkin, Chief Investment Officer of Ballina Capital, about idea generation and portfolio management.

11 Articles We Are Reading This Week

  1. Bubble finale - Jeremy Grantham

  2. Effective altruism - Rohit Krishnan

  3. Europe's stagflation - Kevin Brennan

  4. Compounding value - Javier Perez Alvarez

  5. Private equity takeover - Yasmin Rafiei

  6. Abandoning diversification - Dan Rasmussen

  7. Tech stock outperformance - Chris Leithner

  8. Facebook's plan to compete - Nilay Patel

  9. Equity duration and inflation - Todd Wenning

  10. Buffett's stock picking lessons - Frederik Gieschen

  11. Long-tail investing framework - Rex Woodbury

Letters, Presentations, Writeups...

Company Writeups: Alphabet | Intel | Sea Ltd | Shopee | Starbucks | Twitter

Chart: Cost Competitiveness of Offshore

Source: Rystad, https://reut.rs/3cNplg7

5 Podcasts We Are Listening to This Week

  1. Acquired - Howard and Andrew Marks on value and growth

  2. Tech Strategy - Jeff Towson criticizes digital content businesses

  3. Compounders - Brian Lane on mechanical/electrical contracting

  4. Where it Happens - Sahil Bloom on building a mini-Berkshire

  5. Bogleheads on Investing - Antti Ilmanen on low expected returns

5 Videos We Are Watching This Week