Stefan Culibrk of Highway One Asset Management presented his thesis on Ryanair (Ireland: RYA, US: RYAAY) at Wide-Moat Investing Summit 2025.
Todd Wenning of KNA Capital Management presented his thesis on Howden Joinery (UK: HWDN) at Wide-Moat Investing Summit 2025.
Kyle Campbell of Greenhaven Road Capital presented his thesis on Louisiana-Pacific (US: NPX) at Wide-Moat Investing Summit 2025.
Andrew Macken of Montaka Global Investments presented his thesis on Floor & Decor (NYSE: FND) at Wide-Moat Investing Summit 2025.
Rodrigo Lopez Buenrostro of KUE Capital presented his investment thesis on ASML (NYSE: ASML) at Wide-Moat Investing Summit 2025.
We had the pleasure of speaking with Anthony Glickhouse, portfolio manager and business analyst at WCM Investment Management.
Bob Robotti of Robotti & Company shared his summary investment thesis on Tidewater (NYSE: TDW) at Best Ideas Omaha 2025.
Stephen Pill of Morgans Financial shared his summary investment thesis on Mineral Resources (ASX: MIN) at Best Ideas Omaha 2025.
Dave Sather of Sather Financial Group shared his summary investment thesis on General Electric (NYSE: GE) at Best Ideas Omaha 2025.
Himayani Puri of First Manhattan shared her summary investment thesis on KKR & Co. (NYSE: KKR) at Best Ideas Omaha 2025.
Scott Miller of Greenhaven Road Capital shared his summary investment thesis on Lifecore Biomedical (Nasdaq: LFCR) at Best Ideas Omaha 2025.
John Mihaljevic had the pleasure of speaking with fellow member Laurence Endersen about his third book, The Compounder's Element.
Florian Weidinger of Santa Lucia Asset Management presented his thesis on Zoomlion (HK: 1157) at Asian Investing Summit 2025.
Rajeev Mantri of Navam Capital presented his investment thesis on InterGlobe Aviation (India: INDIGO) at Asian Investing Summit 2025.
Private investor Manivannan Kannan presented his thesis on Matrimony.com (India: MATRIMONY) at Asian Investing Summit 2025.
V.P. Rajesh and Saurabh Basrar of Banyan Capital Advisors presented Gujarat Ambuja Exports (India: GAEL) at Asian Investing Summit 2025.
Isaac Schwartz of Robotti & Company discussed his thesis on Halyk Savings Bank (Kazakhstan: HSBK) at Asian Investing Summit 2025.
Jiro Yasu, Patrick Rial, and Jeff Musial of Varecs Partners presented their thesis on Alphapolis (Japan: 9467) at Asian Investing Summit 2025.
Kimi Venkataraman and Sidd Thomas of India Intrinsic Value presented UTI Asset Management (India: UTIAMC) at Asian Investing Summit 2025.
Peter Kennan of Black Crane Capital presented his thesis on Intelligent Monitoring Group (Australia: IMB) at Asian Investing Summit 2024.
