European Investing Summit 2022, held LIVE online from October 11-14, brought together great minds from the MOI Global community of intelligent investors, with a focus on actionable ideas in Europe. Members enjoy exclusive access.

All sessions, by year: 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013

Qiagen: Medical Diagnostics Leader With Long Growth Runway

Henrik Andersson of Didner & Gerge presented his investment thesis on Qiagen (Germany: QIA) at European Investing Summit 2022.

S&U: Well-Run, Family-Owned Specialist UK Lender at Deep Discount

Daniel Gladiš of Vltava Fund presented his in-depth investment thesis on S&U plc (UK: SUS) at European Investing Summit 2022.

AcadeMedia: Leading Education Company in Northern Europe

José Antonio Larraz of Equam Capital presented his thesis on AcadeMedia (Sweden: ACAD) at European Investing Summit 2022.

Mercedes-Benz: Global Leader in High-End Automotive Segment

Ole Søeberg of Nordic Investment Partners presented Mercedes-Benz Group (Germany: MBG) at European Investing Summit 2022.

Lloyds Banking Group: Dominant UK Lender With Improving Outlook

Stuart Mitchell of S. W. Mitchell Capital presented his thesis on Lloyds Banking Group (UK: LLOY) at European Investing Summit 2022.

Samuel Weber Updates Lanxess, Swatch, Holcim, Deutsche Bank

Samuel Weber updated his investment theses on four ideas he had presented at previous editions of European Investing Summit.

Patrizia: Capital-Light, Owner-Operated Real Estate Asset Manager

Gokul Raj Ponnuraj of Bavaria Industries Group presented his thesis on Patrizia SE (Germany: PAT) at European Investing Summit 2022.

Pandora: Steadily Growing Jewelry Retailer With Global Footprint

Jean-Pascal Rolandez of The L.T. Funds presented his thesis on Pandora (Denmark: PNDORA) at European Investing Summit 2022.

Rheinmetall, Verallia: Enduring, Strong Businesses at Attractive Valuations

Sebastien Lemonnier of INOCAP presented his investment theses on Rheinmetall (Germany: RHM) and Verallia (France: VRLA).

Econocom: Owner-Led Turnaround With Shrinking Share Count

Louis d’Arvieu of Amiral Gestion presented his thesis on Econocom (Belgium: ECONB) at European Investing Summit 2022.

Merlin Properties: Iberian REIT Leader With Attractive Portfolio

Alirio Sendrea of Invexcel presented his investment thesis on Merlin Properties (Spain: MRL) at European Investing Summit 2022.

Stabilus: Competitively Advantaged Supplier to the Automotive Industry

Santiago Domingo Cebrian of Magallanes Value Investors presented Stabilus (Germany: STM) at European Investing Summit 2022.

EdiliziAcrobatica: Clear Competitive Advantage, Low Capital Requirements

Massimo Fuggetta of Bayes Investments presented his thesis on EdiliziAcrobatica (Italy: EDAC) at European Investing Summit 2022.

Attractively Valued IT Services Firms: Datagroup, Marlowe, Volati

Alejandro Estebaranz of True Value presented his theses on Datagroup (Germany D6H), Marlowe (UK: MRL), and Volati (Sweden: VOLO).

Universal Music Group: World’s Largest Owner of Music Rights

Pieter Hundersmarck of Flagship Asset Management presented Universal Music Group at European Investing Summit 2022.

Volkswagen: Global Auto Leader Undergoing Transformation

Roshan Padamadan of Luminance Capital presented Volkswagen (Germany: VOW3) at European Investing Summit 2022.

LDC: Dominant French Poultry Producer With Clean Financial Record

Jeremie Couix of HC Capital Advisors presented his thesis on Societe LDC (France: LOUP) at European Investing Summit 2022.

Ferguson: High-Quality Distributor With Improving Business Mix

Adam Crocker of Logbook Investments presented his investment thesis on Ferguson (UK: FERG) at European Investing Summit 2022.

Ceconomy: Owner of Europe’s Top Consumer Electronics Retail Brands

Markus Matuszek of M17 Capital Management presented his thesis on Ceconomy (Germany: CEC) at European Investing Summit 2022.