The following idea snapshots have been provided by the respective instructors or compiled by MOI Global using information provided by the instructors.

Edward Blain of Orbis Investments presented his in-depth investment thesis on Imperial Brands (UK: IMB) at European Investing Summit 2018.

Ori Eyal of Emerging Value Capital Management updated his thesis on Hilan Tech, shared a new thesis on Emet Computing, and discussed investing in Israel at European Investing Summit 2018.

Mustafa Hidir of Ehrke & Lübberstedt Management presented his in-depth investment thesis on HolidayCheck (Germany: HOC) at European Investing Summit 2018.

Brad Hathaway of Far View Capital Management presented his in-depth investment thesis on Radisson Hospitality (Sweden: RADH) at European Investing Summit 2018.

Dominic Fisher of Thistledown Investment Management presented his in-depth investment thesis on OMV Petrom (UK: PETB) at European Investing Summit 2018.

Oliver Sherman of Northern Trust presented his in-depth investment thesis on Vonovia (Germany: VNA) at European Investing Summit 2018.

Gregor Rudolph-Dengel of Allianz Global Investors shared his investment thesis on the European broadcast TV industry at European Investing Summit 2018.

Gokul Ponnuraj of Bavaria Industries Group presented his in-depth investment thesis on Norwegian Finans Holding (Norway: NOFI) at European Investing Summit 2018.

Santiago Domingo Cebrian of Solventis SGIIC SA presented his in-depth investment thesis on Akka Technologies (France: AKA) at European Investing Summit 2018.

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.

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

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

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

Jeremie Couix presented his in-depth investment thesis on Sidetrade (France: ALBFR) at European Investing Summit 2018.

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

Mallika Paulraj, Value Investor presented her in-depth investment thesis on Boskalis (Netherlands: BOKA) at European Investing Summit 2018.

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

Markus Matuszek of M17 Capital Management presented his in-depth investment thesis on BBA Aviation (UK: BBA) at European Investing Summit 2018.

Sebastien Lemonnier of INOCAP Gestion presented his in-depth investment thesis on Dermapharm (Germany: DMP) at European Investing Summit 2018.

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

Thomas Karlovits of Blackwall Capital Investment presented his in-depth investment thesis on Tomra (Norway: TOM) at European Investing Summit 2018.

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

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

Adam Crocker of Logbook Investments presented his in-depth investment thesis on Safilo Group (Italy: SFL) at European Investing Summit 2018.

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

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

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

While the structural trend for TV clearly creates new hurdles and requires TV companies to move faster to improve their business models, the market might have taken a too cautious view on the future prospects of the industry.

The current price provides an attractive entry point into a well-run fintech company with structural growth from market share gains and product launches. It trades at 10.5x trailing earnings, with ROAs of 4+% and ROEs of 30%.

LafargeHolcim is a leading construction materials and solutions company. Based on its five-year targets, the company trades at a discount to intrinsic value. The CEO has a record of over-delivering on his targets, further strengthening the investment case.

One way to set yourself apart is to be a genius and see things that others cannot, which tends to be the unspoken assumption in the typical “stock pitch”. While this can work occasionally, it rarely does consistently.

This family business provides technology and engineering consulting services to carmakers and airplane manufactures. The satisfaction of Akka’s customers is observed in that almost 95% of them repeat projects with the company.

Over the last few weeks we met with US investors to discuss why we believe the opportunity in European equities is uniquely compelling. Our goal for this piece is to highlight why the outlook for European equities is the brightest in over a decade.

The value investing philosophy puts the margin of safety concept at its core. So what tactics can we use to reduce the probability of incurring into errors and increase the margin of safety? By investing in long-term trends.