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.

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 AlimentaciĆ³n (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…