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.