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.
KKR: Earning Power Growth Not Accurately Reflected in Recent EV
Andrew Macken of Montaka Global Investments presented his investment thesis on KKR (US: KKR) at Wide-Moat Investing Summit 2023.
CDW: Scale-Advantaged Value-Added Reseller With Growth Runway
Alex Furmanski of Unison Asset Management presented his thesis on CDW Corporation (US: CDW) at Wide-Moat Investing Summit 2023.
Keurig Dr Pepper: Misperceptions About Growth of Coffee Business
Eric DeLamarter and Brandon Carnovale of Half Moon Capital presented Keurig Dr Pepper at Wide-Moat Investing Summit 2023.
Glanbia: Misvalued Power Brands in Structural Growth Industry
John Woodman of Southeastern Asset Management presented his thesis on Glanbia (UK: GLB) at Wide-Moat Investing Summit 2023.
Danone: Refocusing on Core Brands, Reinvestment, and Innovation
Lauren Templeton of Templeton & Phillips Capital Management presented Danone (France: BN) at Wide-Moat Investing Summit 2023.
Alphawave: Founder-Led Tech Leader Overcoming Growing Pains
Daniel Prather of Crossroads Capital presented his thesis on Alphawave IP Group (UK: AWE) at Wide-Moat Investing Summit 2023.
TSMC: Scale-Advantaged Technology and Manufacturing Leader
Aman Budhwar of Pender presented his thesis on Taiwan Semiconductor Manufacturing (US: TSM) at Wide-Moat Investing Summit 2023.
Sprouts: Attractive Grocery Business With Friendly Capital Allocation
Jim and Abigail Zimmerman of Lowell Capital Management presented their thesis on Sprouts (US: SFM) at Wide-Moat Investing Summit 2023.
FRP Holdings: An In-Depth Look at the Firm’s Aggregate Properties
Jonathan Isaac of Quilt Investment Management presented his thesis on FRP Holdings (US: FRPH) at Wide-Moat Investing Summit 2023.
LSEG: Improving Data Monetization Following Refinitiv Acquisition
Bertie Thomson of Brown Advisory presented his thesis on London Stock Exchange Group (UK: LSEG) at Wide-Moat Investing Summit 2023.