We sat down with Czech superinvestor Daniel Gladiš in Brno to discuss insights and ideas from his book, Hidden Investment Treasures.
We had the pleasure of speaking with Ardal Loh-Gronager, founder and managing partner at Loh-Gronager Partners, based in London.
Gwen Hofmeyr of Maiden Financial shared her research into competitive positioning in a talk on testing a company's market share.
We had the pleasure of speaking with Nishant Gupta, founder and CIO of Kanou Capital, a London-based long/short energy transition fund.
In thirty years of investing, we saw the best opportunities emerge when long-held assumptions began to crack. Markets can be slow to adjust...
Shawn Kravetz of Esplanade Capital presented his thesis on Polaris Renewable Energy (Canada: PIF) at Wide-Moat Investing Summit 2025.
Charles Hoeveler of Norwood Capital Partners presented his thesis on Clearwater Analytics (US: CWAN) at Wide-Moat Investing Summit 2025.
Clement Loh of Lion Rock Partners presented his investment thesis on Kadokawa (Japan: 9468) at Wide-Moat Investing Summit 2025.
Diego Grove of LRZ Capital presented his investment thesis on LPL Financial (US: LPLA) at Wide-Moat Investing Summit 2025.
Chris Crawford of Crawford Fund Management presented his thesis on Boston Beer (NYSE: SAM) at Wide-Moat Investing Summit 2025.
We had the great pleasure of speaking with Dave Sather, founder and CEO of Sather Financial Group, based in Victoria, Texas.
We spoke with Noah Snyder of Snöboll Capital about case studies in programmatic acquirers, and how they differ from serial acquirers.
We had the pleasure of speaking with Laurence Carr, former police detective and the former head of AKO Capital’s Behavioral Assessment Unit.
Eric DeLamarter and Brandon Carnovale of Half Moon Capital presented Lyft (Nasdaq: LYFT) at Wide-Moat Investing Summit 2025.
Arvind Mallik and Jonathon Fite of KMF Investments presented Topgolf Callaway (US: MODG) at Wide-Moat Investing Summit 2025.
Jim and Abigail Zimmerman of Lowell Capital Management presented Build-A-Bear (NYSE: BBW) at Wide-Moat Investing Summit 2025.
Dave Sather of Sather Financial Group presented his in-depth investment thesis on Boeing (NYSE: BA) at Wide-Moat Investing Summit 2025.
Aman Budhwar of Pender presented his investment thesis on Addus HomeCare (Nasdaq: ADUS) at Wide-Moat Investing Summit 2025.
Julio Utrera of Southeastern Asset Management presented his thesis on Allfunds (Netherlands: ALLFG) at Wide-Moat Investing Summit 2025.
Switzerland-based investor Jens Kruse presented his investment thesis on Duolingo (Nasdaq: DUOL) at Wide-Moat Investing Summit 2025.
