Nintendo: Deepest First-Party Pipeline in History Drives the Next Cycle
Ryan O’Connor of Crossroads Capital presented his thesis on Nintendo (US ADR: NTDOY; Japan: 7974) at Wide-Moat Investing Summit 2026.
The 1,000-Bagger Formula: Growth, Margins, Buybacks, and Duration
Sid Choraria of SC Marwar Capital presented his research and reflections from 1,000-baggers at Wide-Moat Investing Summit 2026.
Duolingo: AI Threat or Tailwind for the Category-Leading Language App
Switzerland-based investor Jens Kruse presented his updated thesis on Duolingo (Nasdaq: DUOL) at Wide-Moat Investing Summit 2026.
Toast: Undervalued, Founder-Led Compounder With First-Ever Buyback
Chris Crawford of Crawford Fund Management presented his thesis on Toast (NYSE: TOST) at Wide-Moat Investing Summit 2026.
Sif Holding: Capital-Cycle Bet on the Hamburg Declaration’s Buildout
Gwen Hofmeyr of Maiden Financial presented his thesis on Sif Holding (Netherlands: SIFG) at Wide-Moat Investing Summit 2026.
Axon: The Public Safety Operating System Where AI Widens the Moat
Matthew Castel of Logos LP presented his investment thesis on Axon Enterprise (US: AXON) at Wide-Moat Investing Summit 2026.
Midea: Quality Industrial Compounder Mispriced at Home Appliance Multiple
Rodrigo Lopez Buenrostro of KUE Capital presented his thesis on Midea Group (China: 000333; HK: 0300) at Wide-Moat Investing Summit 2026.
Sotera Health: 50% Margin Toll Road Hiding Behind a Litigation Cloud
Samir Patel of Askeladden Capital presented his investment thesis on Sotera Health (US: SHC) at Wide-Moat Investing Summit 2026.
UnitedHealth: A Solvable Margin Reset at the Largest US Health Insurer
Arvind Mallik, Jonathon Fite, and Paul Ucheoma of KMF Investments presented UnitedHealth (US: UNH) at Wide-Moat Investing Summit 2026.
Canal+: African Growth Engine Hidden Inside Undervalued European Spinoff
Julio Utrera of Southeastern Asset Management presented his thesis on Canal+ (UK: CAN; South Africa: CNP) at Wide-Moat Investing Summit 2026.
4imprint: North American Market Leader Hidden on the LSE
Jim and Abigail Zimmerman of Lowell Capital Management presented their thesis on 4imprint (UK: FOUR) at Wide-Moat Investing Summit 2026.
Moonpig: High-Teens Returns From Buyback, Dividend, and Growth
Harry Fraser of Oldfield Partners presented his investment thesis on Moonpig (UK: MOON) at Wide-Moat Investing Summit 2026.
StandardAero: Largest Independent Aerospace Engine Aftermarket Firm
Aman Budhwar of Pender presented his in-depth investment thesis on StandardAero (US: SARO) at Wide-Moat Investing Summit 2026.
UnitedHealth Group: Cyclical Fears Mask a Structurally Widening Moat
Dave Sather of Sather Financial Group presented his in-depth thesis on UnitedHealth Group (US: UNH) at Wide-Moat Investing Summit 2026.
Salesforce: Why Distribution, Not Software, Is the Durable Moat
Andrew Macken of Montaka Global Investments presented his thesis on Salesforce (NYSE: CRM) at Wide-Moat Investing Summit 2026.
BTPS: Improving Asset Quality and Capital Return at Indonesian Lender
Florian Weidinger of Santa Lucia Asset Management presented his thesis on BTPN Syariah (Indonesia: BTPS) at Asian Investing Summit 2026.
Indigo Paints: Founder-Led Compounder at a Reset Multiple
Mehul Bhatt of OysterRock Capital presented his investment thesis on Indigo Paints (India: INDIGOPNTS) at Asian Investing Summit 2026.
Maithan Alloys: Idle Cash Set To Return As India Rewires Buyback Tax
Amey Kulkarni of Candor Investing presented his investment thesis on Maithan Alloys (India: MAIT) at Asian Investing Summit 2026.
Gokaldas Exports: CEO-Led Turnaround With Asymmetric Upside
V.P. Rajesh and Saurabh Basrar of Banyan Capital Advisors presented Gokaldas Exports (India: GOKEX) at Asian Investing Summit 2026.
Ather: Software-Defined Scooter Maker Riding Electrification Wave
Rajeev Mantri of Navam Capital presented his in-depth investment thesis on Ather Energy (India: ATHER) at Asian Investing Summit 2026.
Kazakhstan: Resource-Rich, Growing Economy at Mid-Single-Digit P/Es
Isaac Schwartz of Robotti & Company discussed Kazakhstan and three avenues for investment: Kazatomprom, Air Astana, and the banking sector.
Natco Pharma: Complex Molecules, Owner-Operator, Capital Discipline
Nandan Madhiwalla of East72 Capital Management presented his thesis on Natco Pharma (India: NATCOPHARM) at Asian Investing Summit 2026.
Hindustan Foods: Leading FMCG Contract Manufacturer at Discount
Vinod Moras of Highwest Global Management presented his thesis on Hindustan Foods (India: HNDFDS) at Asian Investing Summit 2026.
Kitazato Corporation: Structural IVF Growth at Discount To Global Peers
Patrick Rial of TriVista Capital presented his investment thesis on Kitazato Corporation (Japan: 368A) at Asian Investing Summit 2026.
Chagee: Premium Global Tea Platform at Single-Digit P/E Ex-Cash
Roshan Padamadan of Luminance Capital presented his investment thesis on Chagee (US: CHA) at Asian Investing Summit 2026.
Twenty-Three Years After Buffett: Hoosik Min on Korea’s Second Act
Hoosik Min of Pine Investment Advisory discussed the value and quality investment opportunity in Korea at Asian Investing Summit 2026.
Hikari Tsushin: Japanese Outlier With Two Decades of Strong Compounding
Omar Malik of Hosking Partners presented his investment thesis on Hikari Tsushin (Japan: 9435) at Asian Investing Summit 2026.
Oro: Founder-Led ERP Software Leader With Catalysts for Re-Rating
Jiro Yasu of Varecs Partners presented his in-depth investment thesis on Oro (Japan: 3983) at Asian Investing Summit 2026.
G8 Education: Large Childcare Operator at Depressed Valuation
Peter Kennan of Black Crane Capital presented his investment thesis on G8 Education (Australia: GEM) at Asian Investing Summit 2026.
Sasken: From Project-Based Services to a Silicon Royalty Flywheel
Hitesh Kumar of Kosha Capital Advisors presented his investment thesis on Sasken Technologies (India: SASKEN) at Asian Investing Summit 2026.