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Member News and Reading Inspiration

Member News and Reading Inspiration

August 07, 2021

Dear members,

I hope you are having a wonderful summer.

If you are looking for beach reading inspiration, check out some of the conversations at our Meet-the-Author Summer Forum 2021.

If you are looking to add to your investment watchlist, replay some of the sessions at our Wide-Moat Investing Summit 2021.

We look forward to ramping up our in-person member events as soon as possible. Stay tuned for dates and registration information.

Warmly,

John

MOI Global - Selected Highlights

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.

Hugh Evans on the Investment Case for Collplant Biotechnologies | MOI Global — moiglobal.com

We had the pleasure of speaking with Hugh Evans, a member of the board of directors of Collplant Biotechnologies (US: CLGN), about the company’s technology, market opportunity, and business prospects.

Julia Galef on The Scout Mindset: Why Some People See Things Clearly | MOI Global — moiglobal.com

Julia Galef discussed her book, The Scout Mindset: Why Some People See Things Clearly and Others Don’t, at MOI's online conference.

Kuntal Shah on Three Decades of Intelligent Investing in India | MOI Global — moiglobal.com

This transcript is an edited rendition of a conversation between Rohith Potti and Kuntal Shah, a public markets investor in India.

Quote We Are Contemplating This Week

"Raising prices is a great way to flesh out whether you actually have a moat. If you do have a moat, the customers will still buy... The definition of a moat is the ability to charge more." —Marc Andreessen