Dear members,

If you are interested in learning about the oil and gas sector, I would recommend Rohith Potti's conversation with Adam Rozencwajg, managing partner of Goehring & Rozencwajg. Adam shares his research findings and outlook.

Separately, I would highlight my recent conversation with James Aldigé, founder of Clio Asset Management. I found James's approach to structuring his firm and investing in great businesses incredibly thoughtful.

Finally, don't miss Tyler Howell's conversation with Nathaniel Hagedorn, CEO of NorthPoint Development, the leading industrial real estate developer in the U.S. Nathaniel discusses value creation in the sector.

Best wishes,

John

MOI Global - Selected Highlights

Adam Rozencwajg on Value Investing in the Oil and Gas Sector | MOI Global — moiglobal.com

We had the pleasure of speaking with Adam Rozencwajg, Managing Partner of Goehring & Rozencwajg Associates, about the value-oriented investment case for oil and gas equities. The interview was conducted by MOI Global contributor Rohith Potti.

James Aldigé on the Investment Philosophy of Clio Asset Management | MOI Global — moiglobal.com

We had the pleasure of speaking with James Aldigé, Managing Partner of Clio Asset Management, based in Charlottesville, Virginia.

Nathaniel Hagedorn on Value Creation in Industrial Real Estate | MOI Global — moiglobal.com

We had the pleasure of speaking with Nathaniel Hagedorn, Chief Executive Officer of NorthPoint Development, about long-term trends and value creation in industrial real estate. The interview was conducted by MOI Global contributor Tyler Howell.

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Industry Insights: Indonesia B2B | metals and mining | real estate | SPACs

Letters & Commentaries: Aikya | Bank of China | ETH Zurich | First Eagle | J.P. Morgan | Moody's | Ossia Partners | RGA Investment Advisors | Third Point

Company Writeups: Heineken | Liberty Sirius XM | Magalu | PKSHA Technology

Company Slides: ADP | Allot | Apple | Avaya | Diamondback Energy | Dundee Corporation | LPL Financial | Morgan Stanley | OpenText | Power Corporation of Canada | PubMatic | Qurate Retail | Whirlpool of India | Xoma

Book Review: From Predators to Icons

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5 Videos We Are Watching This Week