European Investing Summit 2019, LIVE online on October 3-5, brought together great minds from the MOI Global community of intelligent investors, with a focus on actionable ideas in Europe. Members enjoy exclusive access.

Idea highlights, by year: 2019, 2018, 2017, 2016, 2015, 2014, 2013
All sessions, by year: 2019, 2018, 2017, 2016, 2015, 2014, 2013

Babcock International: Stable Business with High Barriers to Entry

Daniel Gladiš of Vltava Fund presented his in-depth investment thesis on Babcock International (UK: BAB) at European Investing Summit 2019.

Agfa-Gevaert: Key Shareholder Actively Engaged in Value Creation

Paul Owsianowski of Active Ownership Capital presented his in-depth investment thesis on Agfa-Gevaert (Belgium: AGFB) at European Investing Summit 2019.

Prudential plc: Quality Businesses Exposed to Positive Demographics

Henrik Andersson of Didner & Gerge presented his in-depth investment thesis on Prudential plc (UK: PRU) at European Investing Summit 2019.

Tecnicas Reunidas: Owner-Operated Asset-Light Energy Services Business

Juan Huerta de Soto Huarte of Cobas Asset Management presented his thesis on Técnicas Reunidas (Spain: TRE) at European Investing Summit 2019.

Groupe Guillin: Family-Owned, FCF-Generative Plastic Packaging Business

Louis d’Arvieu of Amiral Gestion presented his in-depth thesis on Groupe Guillin (France: ALGIL) at European Investing Summit 2019.

Sberbank: Dominant Russian Bank with Strong Operating Metrics

Guillermo Nieto of Salmon Mundi Capital presented his in-depth investment thesis on Sberbank (UK: SBER) at European Investing Summit 2019.

Bigben Interactive: Bollore-Controlled French Digital Entertainment Provider

Marc Siebel of Peacock Capital presented his in-depth investment thesis on Bigben Interactive (France: BEN) at European Investing Summit 2019.

Saab: Regional Defense Leader Controlled by Savvy Shareholder

Jean-Pascal Rolandez of The L.T. Funds presented his in-depth investment thesis on Saab (Sweden: SAAB-B) at European Investing Summit 2019.

Corticeira Amorim: Owner-Operated World Leader in Cork Products

Santiago Domingo Cebrian of Solventis Asset Management presented his thesis on Corticeira Amorim (Portugal: COR) at European Investing Summit 2019.

Grupo Catalana Occidente: Family-Owned Insurer with Solid Record

Gokul Ponnuraj of Bavaria Industries Group presented his in-depth thesis on Grupo Catalana Occidente (Spain: GCO) at European Investing Summit 2019.

Devoteam, Groupe Guillin: Two Well-Run, Small-Cap Bargains in France

Alejandro Estebaranz of True Value presented his in-depth theses on Devoteam (France: DVT) and Groupe Guillin (France: ALGIL) at European Investing Summit 2019.

Intesa Sanpaolo: Resilient Italian Banking Leader at Deep Discount

Stuart Mitchell of S. W. Mitchell Capital presented his in-depth thesis on Intesa Sanpaolo (Italy: ISP) at European Investing Summit 2019.

Expert System: Micro-Cap Leader in Text Analytics and Semantics

Massimo Fuggetta of Bayes Investments presented his in-depth investment thesis on Expert System (Italy: EXSY) at European Investing Summit 2019.

UK Bargains in Property, Retail, Airlines, Media, Auto Dealers…

Simon Caufield of SIM Limited presented his investment thesis on “six impossible bargains before Brexit” at European Investing Summit 2019.

Henkel: Underappreciated Consumer Goods and Adhesives Leader

Christopher Rossbach of J. Stern & Co. presented his in-depth investment thesis on Henkel (Germany: HEN3) at European Investing Summit 2019.