Blog | MOI Global

Shyam Sekhar on Value-Oriented Investing in India

November 7, 2023 in Asia, Audio, Equities, Full Video, Interviews

We had the pleasure of speaking with value investor Shyam Sekhar, founder of ithought Financial Consulting, an investment advisory firm, based in Chennai, India.

MOI Global contributor Rohith Potti hosted Shyam for this exclusive interview.

Shyam Sekhar is the ideator and founder of ithought Financial Consulting LLP. He is an active and renowned value investor with over 30 years of experience in financial markets. His focus as an investor has been on identifying investment opportunities in emerging companies through a sound research driven process. Shyam also built the first independent proprietary equity research desk in Chennai. He is an advocate for investor awareness. He was president of Tamil Nadu Investors Association (TIA) from 2012-2015. He is an active speaker in public forums and is a regular columnist at Dinamalar and Livemint.

Members, log in below to access the restricted content.

Not a member?

Thank you for your interest. Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

First name:

Last name:

Email address:

City / state / country:

Company:

How did you hear about MOI Global?

If referral, please provide member's name:

Which of the following applies most closely to you?

How do you hope to add value to the community?

The content of this website is not an offer to sell or the solicitation of an offer to buy any security. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this website. BeyondProxy’s officers, directors, employees, and/or contributing authors may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated herein.

J.Dennis Jean-Jacques on His Idea Search Criteria and Selection Process

October 26, 2023 in Audio, Diary, Discover Great Ideas Podcast, Equities, European Investing Summit 2023, Ideas, Member Podcasts, Transcripts

J.Dennis Jean-Jacques of Ocean Park Investments discussed his investment approach, idea generation process, and selected areas of opportunity at European Investing Summit 2023.

Dennis has also authored an illuminating article on investing in dislocations.

For additional background, enjoy our original interview with Dennis.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest. Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

First name:

Last name:

Email address:

City / state / country:

Company:

How did you hear about MOI Global?

If referral, please provide member's name:

Which of the following applies most closely to you?

How do you hope to add value to the community?

About the instructor:

J.Dennis Jean-Jacques serves as Founder and Chief Investment Officer at Ocean Park Investments LP. He is an accomplished and seasoned investor having invested approximately more than $3.2 billion of client capital in the US and European public markets during various market cycles over 20 years.

For a decade, prior to Ocean Park, Mr. Jean-Jacques was a Managing Director and portfolio manager at alternative platforms including Verition Fund. Prior to running low net, alternative strategies, Mr. Jean-Jacques was an investor in the Public Equities Division at Olayan Investment Group and apprenticed at Mutual Shares focusing on companies undergoing or likely to undergo significant change, dislocations and other unique special situations with a strategy and asset mix consisting of domestic and foreign equities, arbitrage positions, shareholder activism and bankruptcy positions. For ten years, Mr. Jean-Jacques served as a board advisor and as an actively engaged shareholder in several campaigns including in the operational restructuring of a global industrial company, the outright sale of an American appliance manufacturer, and, at the boardroom level, helped lead the break-up of an S&P 500 conglomerate where his work was profiled in BARRON’s, Business Week and The Wall Street Journal.

Mr. Jean-Jacques is also an author on portfolio construction, valuation and risk management where his published work, “The Five Keys to Value Investing” is used at many universities and has been translated into three languages including Mandarin Chinese. He began his investment career at Fidelity Investments in equity research in 1993. Mr. Jean-Jacques received a BSSE from Boston University College of Engineering and an MBA from Harvard Business School.

Eurofins: Quality Business With Continuing Structural Growth

October 20, 2023 in Audio, Diary, Discover Great Ideas Podcast, Equities, Europe, European Investing Summit 2023, Ideas, Member Podcasts, Transcripts

Stuart Mitchell of S. W. Mitchell Capital presented his investment thesis on Eurofins (France: ERF) at European Investing Summit 2023.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest. Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

First name:

Last name:

Email address:

City / state / country:

Company:

How did you hear about MOI Global?

If referral, please provide member's name:

Which of the following applies most closely to you?

How do you hope to add value to the community?

About the instructor:

Stuart Mitchell is the Managing Partner and CIO of S. W. Mitchell Capital and the Investment Manager of the SWMC European Fund, as well as a number of managed accounts.

Prior to founding SWMC in 2005 Stuart was a Principal, Director and Head of Specialist Equities at JO Hambro Investment Management (JOHIM, now Waverton Investment Management). At JOHIM he set up and managed the Charlemagne Fund, a long/short European fund, and the JOHIM European Fund, a long only European fund. The JOHIM European Fund rose by 133% since inception in December 1998 until March 2005 compared with 8% for the benchmark index and was number 1 rated by Micropal within its sector and three star ranked by S&P.

Upon leaving university in 1987 Stuart joined Morgan Grenfell Asset Management (MGAM) and soon afterwards assumed responsibility for managing the continental European equity assets for MGAM’s British pension fund clients. Stuart was appointed a director of MGAM in 1996. He was then made Head of European Equities and was responsible for $27 billion of equity assets. Whilst at MGAM he managed the Morgan Grenfell European Fund which rose by 123% from January 1990 to June 1996 compared with 85% for the benchmark index and was awarded 1st place by Micropal (5 year awards) in 1996.

Stuart was born in Scotland and educated at Fettes College and St. Andrews University where he read Medieval History. He is also a graduate of the Owner/President Management programme from the Harvard Business School. Stuart speaks English and French.

ISS: Facility Management Services Leader With Customer Behavior Moat

October 20, 2023 in Audio, Diary, Discover Great Ideas Podcast, Equities, Europe, European Investing Summit 2023, European Investing Summit 2023 Featured, Ideas, Member Podcasts, Transcripts

Markus Matuszek of M17 Capital Management presented his investment thesis on ISS A/S (Denmark: ISS) at European Investing Summit 2023.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest. Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

First name:

Last name:

Email address:

City / state / country:

Company:

How did you hear about MOI Global?

If referral, please provide member's name:

Which of the following applies most closely to you?

How do you hope to add value to the community?

About the instructor:

Markus Matuszek is an investor and entrepreneur. He is the founder, CEO and Chief Investment Officer of M17 Capital Management, who invests into long/short value positions as well as private opportunities, biased towards European ideas. His group also acquires ownership positions in companies and seeks to maximise their long-term potential by working with management and other shareholders. It invests its own capital and works with a select group of co-investors. Markus aims for controlling positions yet is flexible in holding periods and transaction structures. His focus is to invest in stable companies which are undergoing change and he does not shy away from distressed situations or structural dislocations, provided the risks are acceptable and he believes in a company’s long-term value creation potential.

Prior to M17, Markus ran asset management and advisory firm Hermes Capital Management as well as he was a managing partner at hedge fund Gabelli & Partners. He has been investing in listed securities, private companies and real estate over 20 years with a solid track record. Earlier in his career, Markus was a senior advisor / interim manager with extensive advisory and hands-on work in strategy, restructuring, organizational change, corporate finance/M&A and risk management in Western Europe, Eastern Europe and the US. He started his professional career with McKinsey & Company. His education includes a M.A. in finance, accounting and controlling from the University of St. Gallen (Switzerland), a master degree from CEMS and dual MBAs from Columbia Business School and London Business School (with honors). Furthermore, he studied at the Warsaw School of Economics and University of Geneva and received several merit-based fellows and scholarships. He is also a CFA charterholder and a long-term jury member for the CFA Institute’s Research Challenge in Switzerland as well as for EMEA.

Savencia: Well-Managed French Cheese and Dairy Leader at Discount

October 20, 2023 in Audio, Diary, Discover Great Ideas Podcast, Equities, Europe, European Investing Summit 2023, Ideas, Member Podcasts, Transcripts

Brian Chingono of Verdad presented his investment thesis on European equities and Savencia (France: SAVE) at European Investing Summit 2023.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest. Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

First name:

Last name:

Email address:

City / state / country:

Company:

How did you hear about MOI Global?

If referral, please provide member's name:

Which of the following applies most closely to you?

How do you hope to add value to the community?

About the instructor:

Brian Chingono worked at Dimensional Fund Advisors and Credit Suisse before joining Verdad. Brian earned an AB from Harvard College and an MBA with honors from the University of Chicago Booth School of Business. As a graduate student, Brian co-authored two research papers related to Verdad’s investment strategy: Leveraged Small Value Equities and Forecasting Debt Paydown Among Leveraged Equities.

SolidWorld: Fast-Growing Italian 3D Digital Systems Integrator

October 19, 2023 in Audio, Diary, Discover Great Ideas Podcast, Equities, Europe, European Investing Summit 2023, Ideas, Member Podcasts

Massimo Fuggetta of Bayes Investments presented his investment thesis on SolidWorld Group (Italy: S3D) at European Investing Summit 2023.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest. Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

First name:

Last name:

Email address:

City / state / country:

Company:

How did you hear about MOI Global?

If referral, please provide member's name:

Which of the following applies most closely to you?

How do you hope to add value to the community?

About the instructor:

Massimo Fuggetta is the founder, Chairman and Chief Investment Officer of Bayes Investments. He started his investment management career in 1988 at JP Morgan Investment Management in London, where he rose to become Head of the Global Balanced Group, with responsibility for international balanced portfolios. In 1999 he left JPMIM to become Chief Investment Officer, Director General and then CEO at Sanpaolo IMI Asset Management in Milan. He left the company in 2001 to start Horatius, an investment advisory company incorporated in 2004, which in 2007 became an asset management company. He left Horatius in 2012 to go back to London, where in 2014 he founded Bayes Investments. Massimo holds a Doctorate (DPhil, 1991) and Master’s Degree (MPhil, 1987) in Economics from the University of Oxford (Trinity College). He graduated in Economics at LUISS, Rome in 1984. He taught Behavioural Finance in the Master in Economics course at Bocconi University in Milan in 2000-2002 and in the same period served in the Editorial Board of the Financial Analysts Journal. In 2012 Massimo started the Bayes blog at www.massimofuggetta.com, which has acquired popularity in the Value Investing community.

Stellantis: Deeply Undervalued, Well-Financed, Well-Managed Auto OEM

October 19, 2023 in Audio, Diary, Discover Great Ideas Podcast, Equities, Europe, European Investing Summit 2023, Ideas, Member Podcasts, Transcripts

Adam Crocker of Logbook Investments presented his investment thesis on Stellantis (Italy: STLAM, US: STLA) at European Investing Summit 2023.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest. Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

First name:

Last name:

Email address:

City / state / country:

Company:

How did you hear about MOI Global?

If referral, please provide member's name:

Which of the following applies most closely to you?

How do you hope to add value to the community?

About the instructor:

Adam Crocker, CFA is Founder and Chief Investment Officer of Logbook Investments, a value fund with core positions based on insights from books. Logbook launched in 2016 and is seeded by his former employer. Prior to Logbook, Adam was a co-manager at Metropolitan Capital Advisors, a long/short equity fund founded in 1992. Before joining Metropolitan, he was an analyst at Morgan Stanley Investment Management conducting research on behalf of growth and value investment teams. He began his career in Leveraged Finance investment banking at JPMorgan. Adam is a 2005 graduate of the Value Investing Program at Columbia Business School and has an undergraduate degree in Economics from Columbia University.

Eurofins: Fast-Growing, Best-in-Class, Family-Owned Lab Operator

October 19, 2023 in Audio, Diary, Discover Great Ideas Podcast, Equities, Europe, European Investing Summit 2023, European Investing Summit 2023 Featured, Ideas, Member Podcasts, Transcripts

Independent wealth manager Samuel Weber presented his investment thesis on Eurofins Scientific (France: ERF) at European Investing Summit 2023.

Samuel also updated his investment theses on four ideas he had presented at previous editions of European Investing Summit. Samuel commented on Deutsche Bank (Germany: DBK, US: DB), Lanxess (Germany: LXS), Swatch Group (Switzerland: UHR), and Holcim (Switzerland: HOLN).

Access the original presentations as follows:

Lanxess (2021)
Swatch Group (2020)
Holcim (2018)
Deutsche Bank (2017)

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest. Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

First name:

Last name:

Email address:

City / state / country:

Company:

How did you hear about MOI Global?

If referral, please provide member's name:

Which of the following applies most closely to you?

How do you hope to add value to the community?

About the instructor:

Samuel S. Weber is an independent wealth manager based in Zug, Switzerland. He is a value investor, who is focused on generating long-term, market beating returns by investing in high-quality opportunities in the stock market (www.samuelsweber.com). Samuel holds a master’s degree in strategy and international management from the University of St. Gallen and is a member of the Board of Trustees of HBM Fondation.

Focus: Game Publisher Successfully Pursuing Vertical Integration

October 18, 2023 in Audio, Diary, Discover Great Ideas Podcast, Equities, Europe, European Investing Summit 2023, Ideas, Member Podcasts, Transcripts

Jeremie Couix of HC Capital Advisors presented his investment thesis on Focus Entertainment (France: ALFOC) at European Investing Summit 2023.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest. Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

First name:

Last name:

Email address:

City / state / country:

Company:

How did you hear about MOI Global?

If referral, please provide member's name:

Which of the following applies most closely to you?

How do you hope to add value to the community?

About the instructor:

Jeremie Couix is a co-founder and managing director of HC Capital Advisors based in Germany. Prior to co-founding HC Capital, he worked at Discover Capital as an investment analyst and later as co-portfolio advisor of the fund Squad Growth. Previously, he worked at FORUM Family Office, a value-oriented investment manager based in Munich. Jeremie graduated from EM Lyon Business School in France with an MSc in Management.

Hollywood Bowl, Ten Entertainment: Attractive Bowling Center Operators

October 18, 2023 in Audio, Diary, Discover Great Ideas Podcast, Equities, Europe, European Investing Summit 2023, European Investing Summit 2023 Featured, Ideas, Member Podcasts, Transcripts

José Antonio Larraz of Equam Capital presented his investment theses on Hollywood Bowl Group (UK: BOWL) and Ten Entertainment Group (UK: TEG) at European Investing Summit 2023.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest. Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

First name:

Last name:

Email address:

City / state / country:

Company:

How did you hear about MOI Global?

If referral, please provide member's name:

Which of the following applies most closely to you?

How do you hope to add value to the community?

About the instructor:

José Antonio Larraz is a founding partner of Equam Capital. Jose has 15 years of experience as a partner in Capital Alianza Private Equity, investing in Spanish private companies in the middle market. He has investment experience in chemical, food, retail, outsourcing and telecommunications sectors, having participated in the board of directors of six different companies. Jose has 4 years of experience in financial advisory, corporate finance and M&A at Lehman Brothers in London and New York and He is a Professor at Instituto de Empresa since 2008. Jose holds a degree in Law and Business Administration from ICADE University and MBA from Insead.

Featuring thought-provoking events for intelligent investors

Online Events

Offline Events

Featuring wisdom-packed content

Publications

Curated Content

Podcasts

Featuring intelligent investing thought leaders worldwide

Americas

Europe

Asia

Shyam Sekhar on Value-Oriented Investing in India

J.Dennis Jean-Jacques on His Idea Search Criteria and Selection Process

Eurofins: Quality Business With Continuing Structural Growth

ISS: Facility Management Services Leader With Customer Behavior Moat

Savencia: Well-Managed French Cheese and Dairy Leader at Discount

SolidWorld: Fast-Growing Italian 3D Digital Systems Integrator

Stellantis: Deeply Undervalued, Well-Financed, Well-Managed Auto OEM

Eurofins: Fast-Growing, Best-in-Class, Family-Owned Lab Operator

Focus: Game Publisher Successfully Pursuing Vertical Integration

Hollywood Bowl, Ten Entertainment: Attractive Bowling Center Operators