The fully online European Investing Summit 2017 brought together great minds from the MOI Global community of intelligent investors, with a focus on timely and actionable ideas in Europe.
Daejan Holdings: Conservative UK Property Owner at Steep Discount
Richard Simmons presented his in-depth investment thesis on Daejan Holdings (UK: DJAN) at European Investing Summit 2017. Daejan is a property-owning company…
PNE Wind and Francotyp-Postalia: Misunderstood and Neglected
Florian Schuhbauer presented his in-depth investment theses on PNE Wind (Germany: PNE3) and Francotyp-Postalia (Germany: FPH) at European Investing Summit 2017. Florian’s…
Scorpio Bulkers, Safe Bulkers, Navios, Songa Bulk: Improvement Underway
David Marcus presented his in-depth investment thesis on dry bulk shippers at European Investing Summit 2017, focusing on four companies: Scorpio Bulkers…
Essilor: Luxottica Merger Creates Global Leader Across Value Chain
Christopher Rossbach presented his in-depth investment thesis on Essilor (Paris: EI) at European Investing Summit 2017. Essilor is the leading global prescription…
Autoliv: Future-Proof Supplier of Automotive Safety Systems
Mallika Paulraj presented her in-depth investment thesis on Autoliv (NYSE: ALV) at European Investing Summit 2017. Autoliv, headquartered in Sweden, is an…
DIA: Aldi/Lidl of Iberian World, Recovering From Carrefour Legacy
Jean-Pascal Rolandez of The L.T. Funds presented his in-depth investment thesis on Distribuidora Internacional de Alimentación (Spain: DIA) at European Investing Summit…
Fidessa: Sell-Side Trading Software Leader Rides Compliance Wave
Roshan Padamadan presented his in-depth investment thesis on Fidessa Group (London: FDSA) at European Investing Summit 2017. Fidessa is a leading provider…
A.P. Moller-Maersk: Strategic Transformation of Leading Shipper
Stuart Mitchell presented his in-depth investment thesis on A.P. Moller-Maersk (Copenhagen: MAERSK) at European Investing Summit 2017. A.P. Moller-Maersk is the world-leading…
BMW: Shareholder-Friendly, Readily Understandable Business with a Moat
Daniel Gladis presented his in-depth investment thesis on BMW (Germany: BMW) at European Investing Summit 2017. BMW is a readily understandable business…
AA: UK Road Assistance Leader with Recurring Revenue
Simon Caufield presented his in-depth investment thesis on The Automobile Association (London: AA) at European Investing Summit 2017. The Automobile Association, with…
RIB Software: Three Strategic Steps Reposition Company for Acceleration
Thomas Karlovits presented his in-depth investment thesis on RIB Software (Germany: RIB) at European Investing Summit 2017. RIB is a German building…
MTU Aero Engines: High-Margin Maintenance Revenue to Ramp Up
Mustafa Hidir of Ehrke & Lübberstedt presented his in-depth investment thesis on MTU Aero Engines (Germany: MTX) at European Investing Summit 2017….
NEXT: Leading UK Retailer Should Recover From “Perfect Storm”
Oddmund Enaes of Pareto Asset Management presented his in-depth investment thesis on NEXT (London: NXT) at European Investing Summit 2017. NEXT is…
Hilan Tech: “ADP of Israel” Continues to Compound Value
Ori Eyal of Emerging Value Capital presented his in-depth investment thesis on Hilan Tech (Israel: HLAN) at European Investing Summit 2017.
Inditex: High-Quality Business with Long Runway of Growth
Max Hu of Tyee Capital Group presented his in-depth investment thesis on Inditex (Spain: ITX) at European Investing Summit 2017. Inditex is…
Gruppo Mutuionline: Small-Cap with Strong Competitive Position
Paolo Cipriani of CP Capital presented his in-depth investment thesis on Gruppo Mutuionline (Italy: MOL) at European Investing Summit 2017. Gruppo Mutuionline…
Value Investing in Spinoffs
Christian Kahler of DZ Bank shared his research on value investing in spinoffs at European Investing Summit 2017. Christian has been practicing…
TOD’S: Margins to Improve as Management Refocuses Strategy
Chris Swasbrook of Elevation Capital Management presented his in-depth investment thesis on TOD’S (Italy: TOD) at European Investing Summit 2017. TOD’S is…
Arcus: Asset-Light, Cash-Generative Nordic Leader in Wine and Spirits
Jose Antonio Larraz of Equam Capital presented his in-depth investment thesis on Arcus (Oslo: ARCUS, Frankfurt: A48) at European Investing Summit 2017….
Barco: Improving Margins, Expanding into Higher-Value Niche Markets
Sebastien Lemonnier of INOCAP Gestion presented his in-depth investment thesis on Barco (Brussels: BAR) at European Investing Summit 2017. Barco (€1.1 billion…
Publity, Protector Forsikring: Two Attractive European Small-Caps
Alejandro Estebaranz presented his in-depth investment theses on Publity (Germany: PBY) and Protector Forsikring (Oslo: PROTCT) at European Investing Summit 2017. Protector…
Kruk: Compounder in European Debt Collection and NPL Markets
Markus Matuszek presented his in-depth investment thesis on Kruk (Poland: KRU) at European Investing Summit 2017. Kruk is a long-term earnings compounder…
Deutsche Bank: CEO Cryan Leads Promising Transformation Effort
Samuel Weber presented his in-depth investment thesis on Deutsche Bank (Germany: DBK, NYSE: DB) at European Investing Summit 2017. Deutsche Bank: New…
S & U: UK Used Car Finance Company with Long Runway
Richard Simmons presented his in-depth investment thesis on S & U (London: SUS) at European Investing Summit 2017. S & U is…
Dixons Carphone: Well-Managed Niche Leader Faces Retail Headwinds
Dominic Fisher presented his in-depth investment thesis on Dixons Carphone (London: DC) at European Investing Summit 2017. Dixons Carphone is a retailer…
Finlogic: Micro-Cap Labeling Provider with Growth Opportunities
Massimo Fuggetta presented his in-depth investment thesis on Finlogic (Italy: FNL) at European Investing Summit 2017. Massimo serves as Managing Partner of…
Borussia Dortmund: Plenty to Love About Club’s Strategy for Success
Adam Crocker presented his in-depth investment thesis on Borussia Dortmund (Germany: BVB) at European Investing Summit 2017. Borussia Dortmund has a unique…
Criteo: World Leader and Last Credible Player in Online Retargeting
Louis d’Arvieu presented his in-depth investment thesis on Criteo (Nasdaq: CRTO) at European Investing Summit 2017. Criteo is the world leader and…
Wizz Air: Low-Cost Carrier with Strong Competitive Position in CEE
Antonio Garufi presented his in-depth investment thesis on Wizz Air (London: WIZZ) at European Investing Summit 2017. Wizz Air is a low-cost…
