European Investing Summit 2021, LIVE online on October 13-15, 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: 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013

WLTW: Event-Driven Opportunity in Attractive, Oligopolistic Industry

Daniel Gladiš of Vltava Fund presented his investment thesis on Willis Towers Watson (US: WLTW) at European Investing Summit 2021.

PBKM / Vita 34: In Process of Forming Largest Global Cord Blood Bank

Nils Herzing of Active Ownership Capital presented Vita 34 (GER: V3V) & PBKM (Poland: BKM) at European Investing Summit 2021.

Lanxess: Specialty Chemicals Leader, With Far More Profitable Future

Independent wealth manager Samuel Weber presented his thesis on Lanxess (Germany: LXS) at European Investing Summit 2021.

Do & Co: Airline Catering Leader, Likely to Keep Gaining Market Share

José Antonio Larraz of Equam Capital presented his investment thesis on Do & Co (Austria: DOC) at European Investing Summit 2021.

GlaxoSmithKline: Recent Laggard; Prospects Improving Under New CEO

Stuart Mitchell of S. W. Mitchell Capital presented his investment thesis on GlaxoSmithKline (US: GSK) at European Investing Summit 2021.

Euronav: Tanker Giant Positioned to Take Advantage of Industry Cycle

Alirio Sendrea of Invexcel presented his investment thesis on Euronav (Belgium: EURN) at European Investing Summit 2021.

MTU: Leading Supplier of Aero-Engine Sub-Systems With Strong Order Book

Katerina Kosmopoulou of J. Stern & Co. presented her thesis on MTU Aero Engines (Germany: MTX) at European Investing Summit 2021.

JDE Peet’s: Busted IPO of Market-Leading Pure-Play Coffee Roaster

Adam Crocker of Logbook Investments presented his investment thesis on JDE Peet’s (Netherlands: JDEP) at European Investing Summit 2021.

Ubisoft: Founder-Led Turnaround in Attractive Video Gaming Business

Pieter Hundersmarck of Flagship Asset Management presented Ubisoft (France: UEN) at European Investing Summit 2021.

Aalberts: Joining the Ranks of Europe’s High-Quality Industrial Business

Henrik Andersson of Didner & Gerge presented his thesis on Aalberts (Netherlands: AALB) at European Investing Summit 2021.

Nagarro: Owner-Operated, Growing IT Engineering Firm at Discount

Alejandro Estebaranz of True Value presented his investment thesis on Nagarro (Germany: NA9) at European Investing Summit 2021.

British American Tobacco: Growing Leader at Double-Digit FCF Yield

Marta Escribano of Salmon Mundi Capital presented her thesis on British American Tobacco (UK: BATS) at European Investing Summit 2021.

Westwing: Founder-Led, Well-Run Online Retailer of Home Furnishings

Brad Hathaway of Far View Capital Management presented his thesis on Westwing (Germany: WEW) at European Investing Summit 2021.

Iberpapel: Competitively Advantaged, Vertically Integrated Paper Producer

Santiago Domingo Cebrian of Magallanes Value Investors presented Iberpapel (Spain: IBG) at European Investing Summit 2021.

Georgia Capital: Well-Managed Investment Holding at Discount

Gokul Raj Ponnuraj of Bavaria Industries Group presented his thesis on Georgia Capital (UK: CGEO) at European Investing Summit 2021.

Econocom: Turnaround With Double-Digit FCF Yield and Insider Buying

Louis D’Arvieu of Amiral Gestion presented his thesis on Econocom (Belgium: ECONB) at European Investing Summit 2021.

Hexagon Composites: Niche Leader in Low-Carbon Energy Transition

Ole Søeberg of Nordic Investment Partners presented Hexagon Composites (Norway: HEX) at European Investing Summit 2021.

Giglio.com: Italy-Based, Much Smaller “Farfetch”, But Better and Cheaper

Massimo Fuggetta of Bayes Investments presented his thesis on Giglio.com (Italy: G.COM) at European Investing Summit 2021.