Interest Rate Paradigm Shift: Eastern Europe Poised for Revaluation
In thirty years of investing, we saw the best opportunities emerge when long-held assumptions began to crack. Markets can be slow to adjust…
Polaris Renewable Energy: Attractive FCF Yield with Upside Optionality
Shawn Kravetz of Esplanade Capital presented his thesis on Polaris Renewable Energy (Canada: PIF) at Wide-Moat Investing Summit 2025.
Clearwater Analytics: Wide Moat in Investment Operations SaaS
Charles Hoeveler of Norwood Capital Partners presented his thesis on Clearwater Analytics (US: CWAN) at Wide-Moat Investing Summit 2025.
Kadokawa: Media Leader Capitalizing on the Anime and Manga Boom
Clement Loh of Lion Rock Partners presented his investment thesis on Kadokawa (Japan: 9468) at Wide-Moat Investing Summit 2025.
LPL Financial: The Operating System for US Wealth Management Advisors
Diego Grove of LRZ Capital presented his investment thesis on LPL Financial (US: LPLA) at Wide-Moat Investing Summit 2025.
Boston Beer: Inflection Opportunity at America’s Largest Craft Brewer
Chris Crawford of Crawford Fund Management presented his thesis on Boston Beer (NYSE: SAM) at Wide-Moat Investing Summit 2025.
Lyft: Underappreciated Turnaround With Cash Generation and Growth
Eric DeLamarter and Brandon Carnovale of Half Moon Capital presented Lyft (Nasdaq: LYFT) at Wide-Moat Investing Summit 2025.
Topgolf Callaway: Two-in-One Value Play With Insider Buying and Catalyst
Arvind Mallik and Jonathon Fite of KMF Investments presented Topgolf Callaway (US: MODG) at Wide-Moat Investing Summit 2025.
Build-A-Bear: Misunderstood Retailer, Underappreciated Brand Licensor
Jim and Abigail Zimmerman of Lowell Capital Management presented Build-A-Bear (NYSE: BBW) at Wide-Moat Investing Summit 2025.
Boeing: Why the Ortberg Era Could Mark a Turning Point
Dave Sather of Sather Financial Group presented his in-depth investment thesis on Boeing (NYSE: BA) at Wide-Moat Investing Summit 2025.
Addus HomeCare: Capitalizing on Consolidation in Fragmented Industry
Aman Budhwar of Pender presented his investment thesis on Addus HomeCare (Nasdaq: ADUS) at Wide-Moat Investing Summit 2025.
Allfunds: Durable Growth and Misunderstood Business Model
Julio Utrera of Southeastern Asset Management presented his thesis on Allfunds (Netherlands: ALLFG) at Wide-Moat Investing Summit 2025.
Duolingo: Owner-Operated, Fast-Growing Gamified Learning Leader
Switzerland-based investor Jens Kruse presented his investment thesis on Duolingo (Nasdaq: DUOL) at Wide-Moat Investing Summit 2025.
Ryanair: Capital Efficiency, Low-Cost Leadership in European Aviation
Stefan Culibrk of Highway One Asset Management presented his thesis on Ryanair (Ireland: RYA, US: RYAAY) at Wide-Moat Investing Summit 2025.
Howden Joinery: Depot Autonomy, Vertical Control Create Durable Moat
Todd Wenning of KNA Capital Management presented his thesis on Howden Joinery (UK: HWDN) at Wide-Moat Investing Summit 2025.
Louisiana-Pacific: Share Cannibal with Hidden Growth Engine
Kyle Campbell of Greenhaven Road Capital presented his thesis on Louisiana-Pacific (US: NPX) at Wide-Moat Investing Summit 2025.
Floor & Decor: Flywheel Dynamics Powering Market Share Expansion
Andrew Macken of Montaka Global Investments presented his thesis on Floor & Decor (NYSE: FND) at Wide-Moat Investing Summit 2025.
ASML: Strengthening Competitive Advantages in Critical Global Industry
Rodrigo Lopez Buenrostro of KUE Capital presented his investment thesis on ASML (NYSE: ASML) at Wide-Moat Investing Summit 2025.
Zoomlion: Construction Machinery Leader Undergoing Structural Reform
Florian Weidinger of Santa Lucia Asset Management presented his thesis on Zoomlion (HK: 1157) at Asian Investing Summit 2025.
IndiGo: India’s Dominant Airline, With Long Runway of Growth
Rajeev Mantri of Navam Capital presented his investment thesis on InterGlobe Aviation (India: INDIGO) at Asian Investing Summit 2025.
Matrimony.com: Owner-Operated, Structurally Advantaged Platform
Private investor Manivannan Kannan presented his thesis on Matrimony.com (India: MATRIMONY) at Asian Investing Summit 2025.
Gujarat Ambuja Exports: Maize Processor in Capacity Expansion
V.P. Rajesh and Saurabh Basrar of Banyan Capital Advisors presented Gujarat Ambuja Exports (India: GAEL) at Asian Investing Summit 2025.
Halyk Bank: Well-Positioned, Growing Leader at Attractive Valuation
Isaac Schwartz of Robotti & Company discussed his thesis on Halyk Savings Bank (Kazakhstan: HSBK) at Asian Investing Summit 2025.
Alphapolis: Manga/Anime Publisher With Unique Business Model
Jiro Yasu, Patrick Rial, and Jeff Musial of Varecs Partners presented their thesis on Alphapolis (Japan: 9467) at Asian Investing Summit 2025.
UTI: Major Player in Underpenetrated Mutual Fund Market in India
Kimi Venkataraman and Sidd Thomas of India Intrinsic Value presented UTI Asset Management (India: UTIAMC) at Asian Investing Summit 2025.
Intelligent Monitoring: Update on Security Monitoring Leader
Peter Kennan of Black Crane Capital presented his thesis on Intelligent Monitoring Group (Australia: IMB) at Asian Investing Summit 2024.
Fosun: Global Conglomerate Creating Value Through Deleveraging
Roshan Padamadan of Luminance Capital presented his thesis on Fosun (HK: 0656 / OTC: FOSUY) at Asian Investing Summit 2025.
Narayana: Low-Cost Hospital Operator With Improved ROI Focus
Vinod Moras of Kiara Advisors presented his investment thesis on Narayana Hrudayalaya (India: NARH) at Asian Investing Summit 2025.
Suryoday: Financially Secure, Deeply Undervalued Small Finance Bank
Amey Kulkarni of Candor Investing presented his thesis on Suryoday Small Finance Bank (India: SURYODAY) at Asian Investing Summit 2025.
Repco Home Finance: Deep Value Opportunity in Affordable Housing
Rajeev Agrawal of DoorDarshi Advisors presented his thesis on Repco Home Finance (India: REPCOHOME) at Asian Investing Summit 2025.