Lifco: Sweden-Based, Family-Owned Acquirer with Good Capital Allocation
Pieter Hundersmarck of Castra presented his investment thesis on Lifco (Sweden: LIFCO-B) at European Investing Summit 2024.
VZ Holding: Owner-Operated, Steady Compounder in Financial Services
Markus Matuszek of M17 Capital Management presented his thesis on VZ Holding (Switzerland: VZN) at European Investing Summit 2024.
Vestas: Self-Fix Opportunity at Global Leader in Wind Power Turbines
Ole Søeberg of Nordic Investment Partners presented his thesis on Vestas (Denmark: VWS) at European Investing Summit 2024.
Solocal: Owner-Operated Turnaround with Early Signs of Success
David Autin presented his in-depth investment thesis on Solocal Group (France: LOCAL) at European Investing Summit 2024.
Dr. Martens: New Leadership to Stabilize and Grow Storied Brand
Adam Crocker of Logbook Investments presented his investment thesis on Dr Martens (UK: DOCS) at European Investing Summit 2024.
OSB Group: Shareholder-Friendly UK Specialty Mortgage Lender
Daniel Gladiš of Vltava Fund presented his investment thesis on OSB Group (UK: OSB) at European Investing Summit 2024.
Macfarlane: UK Market Leader and Consolidator in Protective Packaging
José Antonio Larraz of Equam Capital presented his investment thesis on Macfarlane Group (UK: MACF) at European Investing Summit 2024.
Newlat: Owner-Operated Food Producer with Transformative M&A
Alejandro Estebaranz of True Value presented his investment thesis on Newlat Food (Italy: NWL) at European Investing Summit 2024.
Spirax: Long-Duration Compounder Undergoing Mid-Life Crisis
Henrik Andersson of FW Invest presented his in-depth investment thesis on Spirax Group (UK: SPX) at European Investing Summit 2024.
Anglo American: Diversified Mining Company with Best-in-Class Assets
Santiago Domingo Cebrián of Magallanes Value Investors presented his thesis on Anglo American (UK: AAL) at European Investing Summit 2024.
Hugo Boss: Well-Managed German Fashion and Lifestyle Brand
Jean-Pascal Rolandez of The L.T. Funds presented his thesis on Hugo Boss (Germany: BOSS) at European Investing Summit 2024.
Lanxess: Specialty Chemicals Provider with Improving Balance Sheet
Stuart Mitchell of S. W. Mitchell Capital presented his investment thesis on Lanxess (Germany: LXS) at European Investing Summit 2024.
Sonae: Well-Run, Owner-Operated Holding Company at Deep Discount
Alirio Sendrea of Invexcel presented his investment thesis on Sonae SGPS (Portugal: SON) at European Investing Summit 2024.
Ageas: 200-Year Old Belgian Insurer with Presence in Europe and Asia
Roshan Padamadan of Luminance Capital presented his thesis on Ageas (Belgium: ABS) at European Investing Summit 2024.
SDI Group: High-ROTCE UK Serial Acquirer of Scientific Instruments
Nils Herzing of Shareholder Value Beteiligungen AG presented his investment thesis on SDI Group (UK: SDI) at European Investing Summit 2024.
Energean: Owner-Operated, Shrewd Capital Allocator in Natural Gas E&P
Gokul Raj Ponnuraj of Bavaria Industries Group presented his thesis on Energean (UK: ENOG) at European Investing Summit 2024.
Zumtobel: Attractively Valued Global Provider of Professional Lighting
Brian Chingono of Verdad presented his thesis on European equities and Zumtobel (Austria: ZAG) at European Investing Summit 2024.
US Lime & Minerals: Revisiting an Unexpected Compounder
Jonathan Isaac of Quilt Investment Management presented US Lime & Minerals, Inc. (US: USLM) at Wide-Moat Investing Summit 2024.
Vivendi: French Media Conglomerate, Discount Ready to Unwind
John Woodman of Southeastern Asset Management presented Vivendi (France: VIV) at Wide-Moat Investing Summit 2024.
Vente-unique: Cost Leader in Fragmented Furniture Market
Txomin Zaratiegui of Arlas Capital presented his investment thesis on Vente-unique (France: ALVU) at Wide-Moat Investing Summit 2024.
Uber: Large Market Opportunities, FCF Inflection, Multi-Faceted Moat
Chris Crawford of Crawford Fund Management presented his thesis on Uber Technologies (US: UBER) at Wide-Moat Investing Summit 2024.
Games Workshop: Loyal Community, Self-Reinforcing Business Model
Todd Wenning of KNA Capital Management presented his thesis on Games Workshop (UK: GAW) at Wide-Moat Investing Summit 2024.
Hagerty: Leader in Collector Car Insurance, With Reinvestment Runway
Kyle Campbell of Greenhaven Road Capital presented his thesis on Hagerty (US: HGTY) at Wide-Moat Investing Summit 2024.
Rentokil: High-Quality Pest Control Business With Economies of Scale
Rodrigo Lopez Buenrostro of KUE Capital presented his thesis on Rentokil Initial (UK: RTO) at Wide-Moat Investing Summit 2024.
Melrose Industries: Great Business, Capital Returns, Decade of Tailwinds
Daniel Prather of Crossroads Capital presented his thesis on Melrose Industries (UK: MRO) at Wide-Moat Investing Summit 2024.
Topgolf: Well-Managed Emerging Compounder With Long Runway
Arvind Mallik and Jonathon Fite of KMF presented Topgolf Callaway Brands (US: MODG) at Wide-Moat Investing Summit 2024.
Harrow: Transformed to Branded Pharma With Ophthalmic Portfolio
Niraj Gupta of GCI Partners presented his investment thesis on Harrow (US: HROW) at Wide-Moat Investing Summit 2024.
Paycom: Owner-Operated Business at Discount to Peers ADP, Paychex
Dave Sather of Sather Financial Group presented his thesis on Paycom Software (US: PAYC) at Wide-Moat Investing Summit 2024.
Enerpac: Transformed Market Leader, With Pricing Power, New CEO
Eric DeLamarter of Half Moon Capital presented his thesis on Enerpac Tool Group (US: EPAC) at Wide-Moat Investing Summit 2024.
LSI Industries: Growing, High-ROIC Commercial Lighting Provider
Jim and Abigail Zimmerman of Lowell Capital Management presented LSI Industries (US: LYTS) at Wide-Moat Investing Summit 2024.