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.

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.

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.

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.

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.

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.

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.

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.

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.