European Investing Summit brings together the best minds from the MOI Global community of intelligent investors, with a focus on timely and actionable ideas in Europe. Members enjoy complimentary and exclusive access.
Sika: Global Leader and Only Specialist In Integrated Concrete Repair and Refurbishment
Christopher Rossbach presented his in-depth investment thesis on Sika (Swiss: SIK) at European Investing Summit 2016. Sika is a Swiss-based global leader…
Coats Group: Quality Thread Since 1830, Independent Company Since 2015
Adam Crocker presented his in-depth investment thesis on Coats Group (London: COA) at European Investing Summit 2016. Coats Group is the long-time…
Neurones: A Cheap Quality-Compounder
Alejandro Estebaranz presented his in-depth investment thesis on Neurones (Paris: NRO) at European Investing Summit 2016. Neurones is an IT consulting firm…
Umanis: One Of The Cheapest Stocks In Europe
Alejandro Estebaranz presented his in-depth investment thesis on Umanis (Paris: ALUMS) at European Investing Summit 2016. Umanis is an IT services and…
STADA Arzneimittel: One Of The Leading European Generics Companies
Florian Schuhbauer presented his in-depth investment thesis on STADA Arzneimittel (Germany: SAZ) at European Investing Summit 2016. STADA Arzneimittel is the last…
HBM Healthcare Investments: The Case For Healthcare Investing
Antonio Garufi presented his in-depth investment thesis on HBM Healthcare Investments (Switzerland: HBMN) at European Investing Summit 2016. HBM Healthcare Investments is…
ITV: Maximising, Growing, Building
Daniel Gladiš presented his in-depth investment thesis on ITV (London: ITV) at European Investing Summit 2016. ITV (London: ITV) is a producer…
Ingenico: Efficient Scale Limits Competition
Roshan Padamadan presented his in-depth investment thesis on Ingenico (France: ING) at European Investing Summit 2016. Ingenico is one of two companies…
Bolloré, Vivendi: One of The Leading Transport and Logistics in The World
David Marcus presented his in-depth investment thesis on Bolloré (Paris: BOL) and Vivendi (Paris: VIV) at European Investing Summit 2016. Bolloré, founded…
Jeronimo Martins, BIM: The Low Cost Virtuous Circle
Alistair Wittet presented his in-depth investment theses on Jeronimo Martins (Portugal: JMT) and BIM (Turkey: BIMAS) at European Investing Summit 2016. Jeronimo…
CTT Correios: A Simple Business With Robust Free Cash Flow
Sebastien Lemonnier presented his in-depth investment thesis on CTT Correios (Portugal: CTT) at European Investing Summit 2016. CTT Correios is a cheap…
Exor: Concentrated Private Equity Portfolio
Steven Wood presented his in-depth investment thesis on Exor (Italy: EXO) at European Investing Summit 2016. Exor is an Italian holding company…
Prosegur: A World Wide Leader In The Security Industry
Jean-Pascal Rolandez presented his in-depth investment thesis on Prosegur (Spain: PSG) at European Investing Summit 2016. Prosegur is a worldwide security company,…
Judges Scientific: Young Elephant
Matthias Riechert presented his in-depth investment thesis on Judges Scientific (London: JDG) at European Investing Summit 2016. Joining Matthias for the session…
EXEL Industries: French Niche Specialist In The Sprayer Industry
Louis d’Arvieu presented his in-depth investment thesis on EXEL Industries (Paris: EXE) at European Investing Summit 2016. EXEL Industries is a French…
La Doria: A Fast-Growing, Profitable Business
Massimo Fuggetta presented his in-depth investment thesis on La Doria (Milan: LD) at European Investing Summit 2016. La Doria is the largest…
John Menzies: Aviation Business Is Second Largest Player In A Fragmented Market
Gianluca Ferrari presented his in-depth investment thesis on John Menzies (London: MNZS) at European Investing Summit 2016. John Menzies is a Scotland-based…