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. 

Adam Rozencwajg on Value Investing in the Oil and Gas Sector

MOI Global contributor Rohith Potti spoke with Adam Rozencwajg about the value-oriented investment case for oil and gas equities.

Hugh Evans on the Investment Case for Collplant Biotechnologies

We spoke with Hugh Evans, a board member of Collplant (US: CLGN), about the company’s market opportunity and competitive position.

Lockheed Martin: Large Portfolio of Classified IP, Multiple Moats

Dave Sather of Sather Financial Group presented his investment thesis on Lockheed Martin (US: LMT) at Wide-Moat Investing Summit 2021.

Next plc: Simple, Well-Managed, Well-Positioned, Growing Business

Mark Walker of Tollymore Investment Partners presented his investment thesis on Next plc (UK: NXT) at Wide-Moat Investing Summit 2021.

Countryside Properties: High-Quality Partnerships Business a Hidden Gem

Ryan O’Connor of Crossroads Capital Partners presented Countrywide Properties (UK: CSP) at Wide-Moat Investing Summit 2021.

FRP: Wide-Moat Assets to Drive Property Appreciation Over Time

Bill Chen of Rhizome Partners presented his investment thesis on FRP Holdings (US: FRPH) at Wide-Moat Investing Summit 2021.

Entegris: Benefiting From Increased Complexity in Semiconductors

Daniel Prather of Brasada Capital Management presented his investment thesis on Entegris (US: ENTG) at Wide-Moat Investing Summit 2021.

Woodward: Dominant, Sole-Source Provider at FCF Inflection Point

Bertie Thomson of Brown Advisory presented his investment thesis on Woodward (US: WWD) at Wide-Moat Investing Summit 2021.

Grifols: Leader in Highly Regulated, Oligopolistic Blood Plasma Industry

Rodrigo Lopez Buenrostro of KUE Capital presented his thesis on Grifols S.A. (Spain: GRF) at Wide-Moat Investing Summit 2021.

Ferguson: Industrial Distributor With High-ROIC Reinvestment Runway

Charles Hoeveler of Norwood Capital Partners presented his thesis on Ferguson plc (UK: FERG) at Wide-Moat Investing Summit 2021.

Sonatel: Double Play on Connectivity and Financial Services in West Africa

Fred Steiner and Evans Mugi of BCCM Advisors presented their thesis on Sonatel (BRVM: SNTS) at Wide-Moat Investing Summit 2021.

Trulieve Cannabis: Strong Team, Barriers to Entry, Growth Profile

Hunter Hayes of Intrepid Capital Management presented Trulieve Cannabis (Canada: TRUL) at Wide-Moat Investing Summit 2021.

Clarus: Owner-Operator Creating Value Through Capital Allocation

Dan Roller of Maran Capital Management updated his thesis on Clarus Corporation (US: CLAR) at Wide-Moat Investing Summit 2021.

Tile Shop: Up-Listed to Nasdaq, With Multiple Impending Catalysts

Eric Delamarter of Half Moon Capital updated his investment thesis on Tile Shop Holdings (US: TTSH) at Wide-Moat Investing Summit 2021.

ViacomCBS: Balance Sheet Repaired, Capital and Cash Flow Fund Growth

Arvind Mallik and Jonathon Fite of KMF Investments updated their thesis on ViacomCBS (US: VIAC) at Wide-Moat Investing Summit 2021.

Biodesix: Uniquely Differentiated AI Platform, With Catalysts Ahead

Peter Mantas of Logos LP presented his investment thesis on Biodesix (US: BDSX) at Wide-Moat Investing Summit 2021.

Chipotle: Nationally Scaled Fresh-Food Supply Chain, Mission-Infused Brand

Todd Wenning of Ensemble Capital presented his thesis on Chipotle Mexican Grill (US: CMG) at Wide-Moat Investing Summit 2021.

Peloton: Interactive Fitness Platform, Vertically Integrated Media Company

Stefan Culibrk of Highway One Asset Management presented his thesis on Peloton (US: PTON) at Wide-Moat Investing Summit 2021.

Disney: Going Digital — Where Imagination and Experience Converge

Jonathan Isaac of Quilt Investment Management presented his thesis on Walt Disney (US: DIS) at Wide-Moat Investing Summit 2021.

Micron: Leader in Growing Industry With Supply-Side Discipline

Nitin Sacheti of Papyrus Capital presented his investment thesis on Micron Technology (US: MU) at Wide-Moat Investing Summit 2021.

Eastern Company: Engineered Solutions Provider With Strong FCF

Jim and Abby Zimmerman of Lowell Capital Management presented The Eastern Company (US: EML) at Wide-Moat Investing Summit 2021.

JBG Smith: Attractively Valued REIT, With Multiple Growth Catalysts

Robert Deaton of Fat Pitch Capital presented his thesis on JBG Smith Properties (US: JBGS) at Wide-Moat Investing Summit 2021.

Sprouts: Differentiated Grocer With Attractive Unit Economics

Gary Mishuris of Silver Ring Value Partners presented Sprouts Farmers Market (US: SFM) at Wide-Moat Investing Summit 2021.

Multibagger Returns in International Equities — A Study by Pictet

Ben Beneche of Pictet Asset Management discussed a proprietary study of multibaggers at Wide-Moat Investing Summit 2021.

Jon Bathgate on the Key Players and Trends in the Semiconductor Industry

We had the pleasure of speaking with Jon Bathgate of NZS Capital about the competitive landscape of the semiconductor industry.

Chris Mittleman on Aimia as a Long-Term Vehicle for Value Investing

In this interview, Chris discusses his investment approach; the past, present, and future of Aimia; Clear Media; AMA Group; and much more.

Octahedron Capital’s Investment Update on Alibaba

Ram Parameswaran of Octahedron Capital updated the firm’s investment thesis on Alibaba, the largest position for Octahedron investors.

Peter Mantas on Investing at the Frontier of Quantum Computing

We had the pleasure of speaking with Peter Mantas of Logos LP, about intelligent investing in the quantum computing revolution.