LIVE on Thursday at 11:30am ET: Elliot Turner on Twitter
Elliot Turner of RGA Investment Advisors will present his thesis on Twitter (Nasdaq: TWTR) at Wide-Moat Investing Summit 2020.
LIVE on Thursday at 3:30pm ET: Gary Mishuris on Covetrus
Gary Mishuris of Silver Ring Value Partners will present his thesis on Covetrus (US: CVET) at Wide-Moat Investing Summit 2020.
LIVE on Thursday at 5:00pm ET: Dave Sather on Unilever
Dave Sather of Sather Financial Group will present his thesis on Unilever (US: UL, UN) at Wide-Moat Investing Summit 2020.
LIVE on Friday at 10:00am ET: Ben Beneche on FANUC
Ben Beneche of Pictet Asset Management will present his thesis on FANUC (Japan: 6954) at Wide-Moat Investing Summit 2020.
LIVE on Friday at 4:00pm ET: Felix Narhi on Stitch Fix
Felix Narhi of PenderFund Capital Management will present his thesis on Stitch Fix (US: SFIX) at Wide-Moat Investing Summit 2020.
Bakkafrost: Owner-Operated Salmon Producer With Durable Moat
At family-owned Bakkafrost, several factors create a high-return fish farming environment and a business with a durable moat.
Surveying Our Favorite Investment Ideas Amid COVID-19
This environment is one where concentration and deep research can shine. Some investors appear to be like deer in headlights, frozen and panicked.
ZAGG: Multiple Ways to Win Following Recent Stock Price Drop
Jim Roumell of Roumell Asset Management spoke with MOI Global about his investment thesis on ZAGG in light of recent developments.
Q1: Opportunity to Higher-Grade the Portfolio with Great Businesses
It is during times of pricing dislocations brought on by economic shocks that high-quality stocks trading below intrinsic value can be identified.
Adam H. Schwartz on Intelligent Investing in China
We had the pleasure of speaking with Adam H. Schwartz, Senior Managing Director of First Manhattan Co., about investing in China.
Sid Choraria on Value Investing in Asia: Insights and Ideas
Asian equities value investor Sid Choraria shared selected value-oriented investment ideas at Asian Investing Summit 2020.
Jiangsu Yanghe Brewery: Third-Largest Baijiu (Spirits) Company in China
Ning Jia of Shanghai Pumeng Asset Management presented his thesis on Jiangsu Yanghe Brewery (China: 002304) at Asian Investing Summit 2020.
Mercuria and Dream Incubator: Investment Firms at Discount
Jiro Yasu and Patrick Rial presented Mercuria Investment (Japan: 7190) and Dream Incubator (Japan: 4310) at Asian Investing Summit 2020.
Bharat Forge: Best-in-Class Producer with Increasing Focus on Defense
Rajeev Mantri of Navam Capital presented his investment thesis on Bharat Forge (India: 500493) at Asian Investing Summit 2020.
Phoenix Mills: Owner-Operated, Large Retail-Led Mixed-Use Developer
Ayaz Motiwala of Amala Emerging Asia Fund presented his thesis on Phoenix Mills (India: PHNX) at Asian Investing Summit 2020.
Titan Company: India’s Leading Producer of Jewelry and Watches
Amit Kumar of Unifi Capital presented his in-depth investment thesis on Titan Company (India: TITAN) at Asian Investing Summit 2020.
Alexander Kinmont on Value Investing Opportunities in Japan
Alexander Kinmont of Milestone Asset Management shared insights into investing in Japan at Asian Investing Summit 2020.
KB Kee Presents Value Investing Ideas in China, Australia, and New Zealand
KB Kee of HERO Investment Management presented his theses on selected investment ideas at Asian Investing Summit 2020.
Bajaj Holdings: Indian Holding Company at Steep Discount to NAV
Deepinder Bhatia of presented his in-depth investment thesis on Bajaj Holdings (India: BJHI) at Asian Investing Summit 2020.
Shalby Hospitals: Owner-Operated, Growing, Efficient Hospital Chain
Amit Chander of Baring Private Equity Partners India presented his thesis on Shalby Hospitals (India: SHALBY) at Asian Investing Summit 2020.
Nesco: Attractive Real Estate Asset in Mumbai, with Growth Plans
Mehul Bhatt of OysterRock Capital presented his in-depth investment thesis on Nesco (India: NESCO) at Asian Investing Summit 2020.
CONCOR: Dominant, Growing Container Train Operator in India
Lalaram Singh of Vibrant Securities presented his thesis on Container Corporation of India (India: CONCOR) at Asian Investing Summit 2020.
GMO Internet: Downside Protection, Plus Bitcoin Optionality
Max Hu of ZZ Capital international presented his in-depth investment thesis on GMO Internet (Japan: 9449) at Asian Investing Summit 2020.
Polycab: Market Leader in Wires & Cables, with Optionality
Viraj Mehta of Equirus Long Horizon Fund presented his thesis on Polycab (India: POLYCAB) at Asian Investing Summit 2020.
Isaac Schwartz Shares Perspectives on Value Investing in Asia
Isaac Schwartz of Robotti & Company shared his wisdom and insights into value investing in Asia at Asian Investing Summit 2020.
ITC: India-Based Tobacco Company and Consumer Brand Factory
Roshan Padamadan of Luminance Capital presented his investment thesis on ITC Limited (India: ITC) at Asian Investing Summit 2020.
Prudential: Well-Run Pan-Asia Insurer at Discount to Liquidation Value
Andrew Macken of Montaka Global Investments presented his investment thesis on Prudential (UK: PRU) at Asian Investing Summit 2020.
Redington: Indian IT Products Distributor at Depressed Valuation
Sidd Thomas and Kimi Venkataraman presented their thesis on Redington (India: REDINGTON) at Asian Investing Summit 2020.
Indian Energy Exchange: Defensible Moat, Superior Business Economics
Vinod Moras of Kiara Advisors presented his investment thesis on Indian Energy Exchange (India: IEX) at Asian Investing Summit 2020.
Indian Energy Exchange: Dominant Power Trading Platform
Amey Kulkarni of Candor Investing presented his thesis on Indian Energy Exchange (India: IEX) at Asian Investing Summit 2020.