European Investing Summit 2023, held online from October 17-20, brought together great minds from the MOI Global community of intelligent investors, with a focus on actionable ideas in Europe. Members enjoy exclusive access.

All sessions, by year: 2023, 22, 21, 20, 19, 18, 17, 16, 15, 14, 13

Oil & Gas: International Petroleum, MAHA Energy, Deep Value Driller

Nils Herzing of Shareholder Value Beteiligungen presented his thesis on the oil and gas sector at European Investing Summit 2023.

Subsea 7: Well-Positioned Business, Growing Market Share Across Cycles

Juan Huerta de Soto Huarte of Cobas presented his investment thesis on Subsea 7 (Norway: SUB) at European Investing Summit 2023.

AB InBev: Scale-Advantaged Leader With Manageable Leverage

Alirio Sendrea of Invexcel presented his thesis on Anheuser-Busch InBev (Belgium: ABI, NYSE: BUD) at European Investing Summit 2023.

Petershill Partners: Attractive Portfolio of General Partner Interests

Gokul Raj Ponnuraj of Bavaria Industries Group presented his thesis on Petershill Partners (UK: PHLL) at European Investing Summit 2023.

Antofagasta: Family-Owned Copper Miner With Strong Balance Sheet

Santiago Domingo of Magallanes presented his investment thesis on Antofagasta (UK: ANTO) at European Investing Summit 2023.

Adyen: Likely Winner in Global Payment Wars, Despite Challenges

Roshan Padamadan of Luminance Capital presented his thesis on Adyen (Netherlands: ADYEN) at European Investing Summit 2023.

Bakkafrost: Fully Integrated Salmon Producer With Growth Runway

Ole Søeberg of Nordic Investment Partners presented his thesis on Bakkafrost (Norway: BAKKA) at European Investing Summit 2023.

Teleperformance: Founder-Led, Growing Customer Service Provider

Alejandro Estebaranz of True Value presented his thesis on Teleperformance (France: TEP) at European Investing Summit 2023.

Stellantis: Well-Managed Automaker With Strong FCF and Balance Sheet

Daniel Gladiš of Vltava Fund presented his investment thesis on Stellantis (Italy: STLAM, US: STLA) at European Investing Summit 2023.

Hollywood Bowl, Ten Entertainment: Attractive Bowling Center Operators

José Antonio Larraz of Equam Capital presented his investment theses on Hollywood Bowl (UK: BOWL) and Ten Entertainment (UK: TEG).

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

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

ISS: Facility Management Services Leader With Customer Behavior Moat

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

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