European Investing Summit 2018, LIVE online on October 11-13, brought together great minds from the MOI Global community of intelligent investors, with a focus on actionable ideas in Europe. Members enjoy exclusive access.

Past conference highlights: 2017, 2016, 2015, 2014, 2013
All conference sessions: 2017, 2016, 2015, 2014, 2013

Josh Shores of Southeastern on Exor and Value Investing in Europe

Josh Shores of Southeastern Asset Management shared his wisdom and insights into value investing in Europe during a keynote Q&A session at European Investing Summit 2018.

Crest Nicholson: Debt-Free, Undervalued UK Homebuilder

Daniel Gladis of Vltava Fund presented his in-depth investment thesis on Crest Nicholson (UK: CRST) at European Investing Summit 2018.

Schaltbau: Turnaround Progressing at Top-Three Player in Train Doors

Nils Herzing of Active Ownership Capital presented his in-depth investment thesis on Schaltbau Holding (Germany: SLT) at European Investing Summit 2018.

LafargeHolcim: Construction Materials Leader Investing in Growth Capex

Samuel Weber, an independent wealth manager based in Zug, presented his in-depth investment thesis on LafargeHolcim (Switzerland: LHN) at European Investing Summit 2018.

Covestro: High-Value Niche Player Misperceived as Commodity Business

Antonio Garufi of Decalia Asset Management presented his in-depth investment thesis on Covestro (Germany: 1COV) at European Investing Summit 2018.

Yara: Outlook Brightening for World’s Largest Fertilizer Producer

Stuart Mitchell of S. W. Mitchell Capital presented his in-depth investment thesis on Yara International (Norway: YAR) at European Investing Summit 2018.

Offshore Industry and Borr Drilling: Poised for Cyclical Revaluation

Simon Caufield of SIM Limited presented his in-depth investment thesis on Borr Drilling (Norway: BDRILL) at European Investing Summit 2018.

Taptica: Underfollowed, Profitable Ad Tech Company at Discount

Alejandro Estebaranz of True Value presented his in-depth investment thesis on Taptica (UK: TAP) at European Investing Summit 2018.

John Wood: Oil & Gas Engineering Leader with Strong Management

Louis d’Arvieu of Amiral Gestion presented his in-depth investment thesis on John Wood Group (UK: WG) at European Investing Summit 2018.

Landi Renzo: New CEO Leads Emergence from Long Downtrend

Massimo Fuggetta of Bayes Investments presented his in-depth investment thesis on Landi Renzo Group (Italy: LR) at European Investing Summit 2018.

Ti Fluid: Brake and Fuel Lines Leader Undervalued due to Share Overhang

José Antonio Larraz of Equam Capital presented his in-depth investment thesis on Ti Fluid Systems (UK: TIFS) at European Investing Summit 2018.

Korian: M&A Integration Risk Largely Behind Retirement Home Leader

Jean-Pascal Rolandez of The L.T. Funds presented his in-depth investment thesis on Korian (France: KORI) at European Investing Summit 2018.