Lifco: Sweden-Based, Family-Owned Acquirer with Good Capital Allocation
Pieter Hundersmarck of Castra presented his investment thesis on Lifco (Sweden: LIFCO-B) at European Investing Summit 2024.
VZ Holding: Owner-Operated, Steady Compounder in Financial Services
Markus Matuszek of M17 Capital Management presented his thesis on VZ Holding (Switzerland: VZN) at European Investing Summit 2024.
Vestas: Self-Fix Opportunity at Global Leader in Wind Power Turbines
Ole Søeberg of Nordic Investment Partners presented his thesis on Vestas (Denmark: VWS) at European Investing Summit 2024.
Solocal: Owner-Operated Turnaround with Early Signs of Success
David Autin presented his in-depth investment thesis on Solocal Group (France: LOCAL) at European Investing Summit 2024.
Dr. Martens: New Leadership to Stabilize and Grow Storied Brand
Adam Crocker of Logbook Investments presented his investment thesis on Dr Martens (UK: DOCS) at European Investing Summit 2024.
OSB Group: Shareholder-Friendly UK Specialty Mortgage Lender
Daniel Gladiš of Vltava Fund presented his investment thesis on OSB Group (UK: OSB) at European Investing Summit 2024.
Macfarlane: UK Market Leader and Consolidator in Protective Packaging
José Antonio Larraz of Equam Capital presented his investment thesis on Macfarlane Group (UK: MACF) at European Investing Summit 2024.
Newlat: Owner-Operated Food Producer with Transformative M&A
Alejandro Estebaranz of True Value presented his investment thesis on Newlat Food (Italy: NWL) at European Investing Summit 2024.
Spirax: Long-Duration Compounder Undergoing Mid-Life Crisis
Henrik Andersson of FW Invest presented his in-depth investment thesis on Spirax Group (UK: SPX) at European Investing Summit 2024.
Anglo American: Diversified Mining Company with Best-in-Class Assets
Santiago Domingo Cebrián of Magallanes Value Investors presented his thesis on Anglo American (UK: AAL) at European Investing Summit 2024.
Hugo Boss: Well-Managed German Fashion and Lifestyle Brand
Jean-Pascal Rolandez of The L.T. Funds presented his thesis on Hugo Boss (Germany: BOSS) at European Investing Summit 2024.
Lanxess: Specialty Chemicals Provider with Improving Balance Sheet
Stuart Mitchell of S. W. Mitchell Capital presented his investment thesis on Lanxess (Germany: LXS) at European Investing Summit 2024.
Sonae: Well-Run, Owner-Operated Holding Company at Deep Discount
Alirio Sendrea of Invexcel presented his investment thesis on Sonae SGPS (Portugal: SON) at European Investing Summit 2024.
Ageas: 200-Year Old Belgian Insurer with Presence in Europe and Asia
Roshan Padamadan of Luminance Capital presented his thesis on Ageas (Belgium: ABS) at European Investing Summit 2024.
SDI Group: High-ROTCE UK Serial Acquirer of Scientific Instruments
Nils Herzing of Shareholder Value Beteiligungen AG presented his investment thesis on SDI Group (UK: SDI) at European Investing Summit 2024.
Energean: Owner-Operated, Shrewd Capital Allocator in Natural Gas E&P
Gokul Raj Ponnuraj of Bavaria Industries Group presented his thesis on Energean (UK: ENOG) at European Investing Summit 2024.
Zumtobel: Attractively Valued Global Provider of Professional Lighting
Brian Chingono of Verdad presented his thesis on European equities and Zumtobel (Austria: ZAG) at European Investing Summit 2024.