J.Dennis Jean-Jacques on His Idea Search Criteria and Selection Process
J.Dennis Jean-Jacques of Ocean Park Investments discussed his philosophy, idea generation process, and selected areas of opportunity.
Eurofins: Quality Business With Continuing Structural Growth
Stuart Mitchell of S. W. Mitchell Capital presented his investment thesis on Eurofins (France: ERF) at European Investing Summit 2023.
ISS: Facility Management Services Leader With Customer Behavior Moat
Markus Matuszek of M17 Capital presented his investment thesis on ISS A/S (Denmark: ISS) at European Investing Summit 2023.
Savencia: Well-Managed French Cheese and Dairy Leader at Discount
Brian Chingono of Verdad presented his thesis on European equities and Savencia (France: SAVE) at European Investing Summit 2023.
SolidWorld: Fast-Growing Italian 3D Digital Systems Integrator
Massimo Fuggetta of Bayes Investments presented his thesis on SolidWorld (Italy: S3D) at European Investing Summit 2023.
Stellantis: Deeply Undervalued, Well-Financed, Well-Managed Auto OEM
Adam Crocker of Logbook Investments presented his thesis on Stellantis (Italy: STLAM, US: STLA) at European Investing Summit 2023.
Eurofins: Fast-Growing, Best-in-Class, Family-Owned Lab Operator
Samuel S. Weber presented his investment thesis on Eurofins Scientific (France: ERF) at European Investing Summit 2023.
Focus: Game Publisher Successfully Pursuing Vertical Integration
Jeremie Couix of HC Capital Advisors presented his thesis on Focus Entertainment (France: ALFOC) at European Investing Summit 2023.
Hollywood Bowl, Ten Entertainment: Attractive Bowling Center Operators
José Antonio Larraz of Equam Capital presented his investment theses on Hollywood Bowl (UK: BOWL) and Ten Entertainment (UK: TEG).
Stellantis: Well-Managed Automaker With Strong FCF and Balance Sheet
Daniel Gladiš of Vltava Fund presented his investment thesis on Stellantis (Italy: STLAM, US: STLA) at European Investing Summit 2023.
Teleperformance: Founder-Led, Growing Customer Service Provider
Alejandro Estebaranz of True Value presented his thesis on Teleperformance (France: TEP) at European Investing Summit 2023.
Swatch: Family-Controlled Luxury Watch Leader With Strong Brands
Jean-Pascal Rolandez of The L.T. Funds presented his thesis on Swatch (Switzerland: UHR) at European Investing Summit 2023.
Niox: Asthma Diagnostics Business Undergoing Positive Change
Louis d’Arvieu of Amiral Gestion presented his investment thesis on Niox Group (UK: NIOX) at European Investing Summit 2023.
Bakkafrost: Fully Integrated Salmon Producer With Growth Runway
Ole Søeberg of Nordic Investment Partners presented his thesis on Bakkafrost (Norway: BAKKA) at European Investing Summit 2023.
Adyen: Likely Winner in Global Payment Wars, Despite Challenges
Roshan Padamadan of Luminance Capital presented his thesis on Adyen (Netherlands: ADYEN) at European Investing Summit 2023.
Antofagasta: Family-Owned Copper Miner With Strong Balance Sheet
Santiago Domingo of Magallanes presented his investment thesis on Antofagasta (UK: ANTO) at European Investing Summit 2023.
Petershill Partners: Attractive Portfolio of General Partner Interests
Gokul Raj Ponnuraj of Bavaria Industries Group presented his thesis on Petershill Partners (UK: PHLL) at European Investing Summit 2023.
AB InBev: Scale-Advantaged Leader With Manageable Leverage
Alirio Sendrea of Invexcel presented his thesis on Anheuser-Busch InBev (Belgium: ABI, NYSE: BUD) at European Investing Summit 2023.
Subsea 7: Well-Positioned Business, Growing Market Share Across Cycles
Juan Huerta de Soto Huarte of Cobas presented his investment thesis on Subsea 7 (Norway: SUB) at European Investing Summit 2023.
Oil & Gas: International Petroleum, MAHA Energy, Deep Value Driller
Nils Herzing of Shareholder Value Beteiligungen presented his thesis on the oil and gas sector at European Investing Summit 2023.