John Hathaway on Investing in the Gold Mining Sector

We had the pleasure of speaking with John Hathaway of Sprott Asset Management about investment considerations in gold mining.

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.

EIS 2021 Idea Preview: Aalberts — Humanly, Environmentally, Financially

Dutch company Aalberts is involved in attractive end-markets with a strong environmental focus, which the management articulates very well.

Quarterly Intelligent Cloning Report: The Autumn 2021 Edition

Solid results can be achieved by copying great investors. Don’t try to be the smartest investor around. Start copying the great ones.

William Knowles on Concentrated, Low-Turnover, Quality-First Investing

We spoke with William Knowles of WMKI Group about managing concentrated, high-conviction portfolios with minimal turnover. 

Edward Chang on Investing in Undervalued Growth Stocks

We spoke with Edward Chang, portfolio manager of Pledge Capital, about investing in undervalued companies on the right side of change.