WLTW: Event-Driven Opportunity in Attractive, Oligopolistic Industry
Daniel Gladiš of Vltava Fund presented his investment thesis on Willis Towers Watson (US: WLTW) at European Investing Summit 2021.
PBKM / Vita 34: In Process of Forming Largest Global Cord Blood Bank
Nils Herzing of Active Ownership Capital presented Vita 34 (GER: V3V) & PBKM (Poland: BKM) at European Investing Summit 2021.
Lanxess: Specialty Chemicals Leader, With Far More Profitable Future
Independent wealth manager Samuel Weber presented his thesis on Lanxess (Germany: LXS) at European Investing Summit 2021.
Do & Co: Airline Catering Leader, Likely to Keep Gaining Market Share
José Antonio Larraz of Equam Capital presented his investment thesis on Do & Co (Austria: DOC) at European Investing Summit 2021.
GlaxoSmithKline: Recent Laggard; Prospects Improving Under New CEO
Stuart Mitchell of S. W. Mitchell Capital presented his investment thesis on GlaxoSmithKline (US: GSK) at European Investing Summit 2021.
Euronav: Tanker Giant Positioned to Take Advantage of Industry Cycle
Alirio Sendrea of Invexcel presented his investment thesis on Euronav (Belgium: EURN) at European Investing Summit 2021.
MTU: Leading Supplier of Aero-Engine Sub-Systems With Strong Order Book
Katerina Kosmopoulou of J. Stern & Co. presented her thesis on MTU Aero Engines (Germany: MTX) at European Investing Summit 2021.
Gregor Rudolph-Dengel on the Opportunity in “Re-Opening” Stocks
Gregor Rudolph-Dengel of Allianz Global Investors presented his thesis on re-opening stocks at European Investing Summit 2021.
Barco: Attractively Valued Projection and Visualization Systems Leader
Sebastien Lemonnier of INOCAP presented his investment thesis on Barco (Belgium: BAR) at European Investing Summit 2021.
JDE Peet’s: Busted IPO of Market-Leading Pure-Play Coffee Roaster
Adam Crocker of Logbook Investments presented his investment thesis on JDE Peet’s (Netherlands: JDEP) at European Investing Summit 2021.
Just Eat Takeaway.com: Well-Positioned Food Delivery Business
Roshan Padamadan of Luminance Capital presented Just Eat Takeaway.com (Netherlands: TKWY) at European Investing Summit 2021.
Future plc: Highly Successful Buy-and-Build Strategy in Media and Publishing
Markus Matuszek of M17 Capital Management presented his thesis on Future plc (UK: FUTR) at European Investing Summit 2021.
Amrest: Owner-Operated, Growing European Fast Food Operator
Jean-Pascal Rolandez of The L.T. Funds presented his thesis on Amrest Holdings (Poland: EAT) at European Investing Summit 2021.
Ubisoft: Founder-Led Turnaround in Attractive Video Gaming Business
Pieter Hundersmarck of Flagship Asset Management presented Ubisoft (France: UEN) at European Investing Summit 2021.
Aalberts: Joining the Ranks of Europe’s High-Quality Industrial Business
Henrik Andersson of Didner & Gerge presented his thesis on Aalberts (Netherlands: AALB) at European Investing Summit 2021.
Nagarro: Owner-Operated, Growing IT Engineering Firm at Discount
Alejandro Estebaranz of True Value presented his investment thesis on Nagarro (Germany: NA9) at European Investing Summit 2021.
Cegedim: Awful Historical Track Record, But Future Looks Brighter
Jeremie Couix of HC Capital Advisors presented his investment thesis on Cegedim (France: CGM) at European Investing Summit 2021.
Neste: Renewable Diesel Player, With Reinvestment Opportunities
Antonio Garufi of Decalia Asset Management presented his thesis on Neste (Finland: NESTE) at European Investing Summit 2021.
British American Tobacco: Growing Leader at Double-Digit FCF Yield
Marta Escribano of Salmon Mundi Capital presented her thesis on British American Tobacco (UK: BATS) at European Investing Summit 2021.
Westwing: Founder-Led, Well-Run Online Retailer of Home Furnishings
Brad Hathaway of Far View Capital Management presented his thesis on Westwing (Germany: WEW) at European Investing Summit 2021.
Iberpapel: Competitively Advantaged, Vertically Integrated Paper Producer
Santiago Domingo Cebrian of Magallanes Value Investors presented Iberpapel (Spain: IBG) at European Investing Summit 2021.
Georgia Capital: Well-Managed Investment Holding at Discount
Gokul Raj Ponnuraj of Bavaria Industries Group presented his thesis on Georgia Capital (UK: CGEO) at European Investing Summit 2021.
Econocom: Turnaround With Double-Digit FCF Yield and Insider Buying
Louis D’Arvieu of Amiral Gestion presented his thesis on Econocom (Belgium: ECONB) at European Investing Summit 2021.
Hexagon Composites: Niche Leader in Low-Carbon Energy Transition
Ole Søeberg of Nordic Investment Partners presented Hexagon Composites (Norway: HEX) at European Investing Summit 2021.
Giglio.com: Italy-Based, Much Smaller “Farfetch”, But Better and Cheaper
Massimo Fuggetta of Bayes Investments presented his thesis on Giglio.com (Italy: G.COM) at European Investing Summit 2021.