European Investing Summit 2020, LIVE online on October 6-7, brought together great minds from the MOI Global community of intelligent investors, with a focus on actionable ideas in Europe. Members enjoy exclusive access.
Atalaya: Spanish Copper Miner with Strong Balance Sheet
Santiago Domingo Cebrian of Magallanes Value Investors presented Atalaya Mining (UK: ATYM) at European Investing Summit 2020.
STEF: Dominant Logistics Provider in Highly Fragmented Market
Jeremie Couix of HC Capital Advisors presented his investment thesis on STEF (France: STF) at European Investing Summit 2020.
Polyus: Low-Cost Russian Gold Miner, with Growing Production
Marta Escribano of Salmon Mundi Capital presented her thesis on Polyus (Russia/UK: PLZL) at European Investing Summit 2020.
Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet
Samuel S. Weber of SW Kapitalpartner presented his thesis on Swatch Group (Switzerland: UHR) at European Investing Summit 2020.
Mynaric: Strategically Important Leader in Laser Communications
Thomas Karlovits of Blackwall Capital presented his thesis on Mynaric (Germany: M0Y) at European Investing Summit 2020.
BT Group: Strong Cash Flow, Fibre Spinoff Catalyst on Horizon
Roshan Padamadan of Luminance Capital presented a thesis on BT Group (UK: BT.A) at European Investing Summit 2020.
ITV: Lowly Valued, Liberty-Associated TV Producer and Broadcaster
Dominic Fisher of Thistledown Investment Management presented his thesis on ITV (UK: ITV) at European Investing Summit 2020.
Sesa: IT Reseller and Systems Integrator at Double-Digit FCF Yield
Paolo Cipriani, based in Italy, presented his in-depth investment thesis on Sesa (Italy: SES) at European Investing Summit 2020.
Zalando: Enduring Competitive Moat of Size and Network Effects
Pieter Hundersmarck of Flagship Asset Management presented Zalando (Germany: ZAL) at European Investing Summit 2020.
Landis+Gyr: Smart Meter Leader at Cyclical Trough Valuation
Adam Crocker of Logbook Investments presented his thesis on Landis+Gyr (Switzerland: LAND) at European Investing Summit 2020.
Danone: Dairy and Infant Nutrition Leader at Attractive Valuation
Stuart Mitchell of S. W. Mitchell Capital presented his thesis on Danone (France: BN) at European Investing Summit 2020.
M8G: Derisked Gaming and Media Business in the Process of Scaling Up
Markus Matuszek of M17 Capital Management presented Media and Games Invest (Germany: M8G) at European Investing Summit 2020.
Sanlorenzo: Owner-Operated, Uniquely Positioned Yacht Producer
Sebastien Lemonnier of INOCAP Gestion presented his thesis on Sanlorenzo (Italy: SL) at European Investing Summit 2020.
Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader
Juan Huerta de Soto of Cobas Asset Management presented Maire Tecnimont (Italy: MT) at European Investing Summit 2020.
Three European Companies at a Discount to Fair Value
Deepinder Bhatia presented GVC (UK), Fondul Proprietatea (Romania), and Philip Morris CR (Czech) at European Investing Summit 2020.
Avivasa: Well-Run, Capital-Light Franchise with Growth Runway
Gokul Ponnuraj of Bavaria Industries Group presented his thesis on Avivasa (Turkey: AVISA) at European Investing Summit 2020.
Modern Times: Undervalued Portfolio of Digital Entertainment Assets
David Marcus of Evermore Global Advisors discussed European special situations at European Investing Summit 2020.
MailUp: Marketing Automation Provider at Discount to Global Peers
Massimo Fuggetta of Bayes Investments presented his thesis on MailUp Group (Italy: MAIL) at European Investing Summit 2020.
Essity: Sweden-Based Kimberly-Clark Comp at Attractive Valuation
Jean-Pascal Rolandez of The L.T. Funds presented his thesis on Essity (Sweden: ESSITY) at European Investing Summit 2020.
Rocket Internet: Undervalued, But Minority Holders Expropriated
Louis d’Arvieu of Amiral Gestion presented his thesis on Rocket Internet (Germany: RKET) at European Investing Summit 2020.
Ferrari: Luxury Identity Brand with Enviable Business Model
Arif Karim of Ensemble Capital Management presented his thesis on Ferrari (NYSE: RACE) at European Investing Summit 2020.
Ceska Zbrojovka: Busted IPO of Renowned Czech Firearms Maker
Daniel Gladis of Vltava Fund presented Ceska Zbrojovka Group (Czech Republic: CZG) at European Investing Summit 2020.
SII SA: Owner-Operated High-Quality Engineering Services Firm
Alejandro Estebaranz of True Value presented his in-depth investment thesis on SII SA (France: SII) at European Investing Summit 2020.
Alcon: Eyecare Leader with Wide Moat and Long-Term Growth
Christopher Rossbach of J. Stern & Co. presented his thesis on Alcon (Switzerland: ALC) at European Investing Summit 2020.
Commodity Sectors: Valuation, Fundamentals, and Sentiment
Gregor Rudolph-Dengel of Allianz Global Investors presented his thesis on selected commodity sectors at European Investing Summit 2020.