European Investing Summit 2020, LIVE online on October 6-7, brought together great minds from the MOI Global community of intelligent investors, with a focus on actionable ideas in Europe. Members enjoy exclusive access.

Read the conference magazine.

Idea highlights, by year: 2019, 2018, 2017, 2016, 2015, 2014, 2013
All sessions, by year: 2019, 2018, 2017, 2016, 2015, 2014, 2013

Mynaric: Strategically Important Leader in Laser Communications

Thomas Karlovits of Blackwall Capital presented his thesis on Mynaric (Germany: M0Y) at European Investing Summit 2020.

Zalando: Enduring Competitive Moat of Size and Network Effects

Pieter Hundersmarck of Flagship Asset Management presented Zalando (Germany: ZAL) at European Investing Summit 2020.

Danone: Dairy and Infant Nutrition Leader at Attractive Valuation

Stuart Mitchell of S. W. Mitchell Capital presented his thesis on Danone (France: BN) at European Investing Summit 2020.

Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader

Juan Huerta de Soto of Cobas Asset Management presented Maire Tecnimont (Italy: MT) at European Investing Summit 2020.

Avivasa: Well-Run, Capital-Light Franchise with Growth Runway

Gokul Ponnuraj of Bavaria Industries Group presented his thesis on Avivasa (Turkey: AVISA) at European Investing Summit 2020.

Modern Times: Undervalued Portfolio of Digital Entertainment Assets

David Marcus of Evermore Global Advisors discussed European special situations at European Investing Summit 2020.

Polyus: Low-Cost Russian Gold Miner, with Growing Production

Marta Escribano of Salmon Mundi Capital presented her thesis on Polyus (Russia/UK: PLZL) at European Investing Summit 2020.

Ferrari: Luxury Identity Brand with Enviable Business Model

Arif Karim of Ensemble Capital Management presented his thesis on Ferrari (NYSE: RACE) at European Investing Summit 2020.

Atalaya: Spanish Copper Miner with Strong Balance Sheet

Santiago Domingo Cebrian of Magallanes Value Investors presented Atalaya Mining (UK: ATYM) at European Investing Summit 2020.

Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet

Samuel S. Weber of SW Kapitalpartner presented his thesis on Swatch Group (Switzerland: UHR) at European Investing Summit 2020.

Ceska Zbrojovka: Busted IPO of Renowned Czech Firearms Maker

Daniel Gladis of Vltava Fund presented Ceska Zbrojovka Group (Czech Republic: CZG) at European Investing Summit 2020.

Alcon: Eyecare Leader with Wide Moat and Long-Term Growth

Christopher Rossbach of J. Stern & Co. presented his thesis on Alcon (Switzerland: ALC) at European Investing Summit 2020.