Atalaya: Spanish Copper Miner with Strong Balance Sheet
Santiago Domingo Cebrian of Magallanes Value Investors presented Atalaya Mining (UK: ATYM) at European Investing Summit 2020.
STEF: Dominant Logistics Provider in Highly Fragmented Market
Jeremie Couix of HC Capital Advisors presented his investment thesis on STEF (France: STF) at European Investing Summit 2020.
Polyus: Low-Cost Russian Gold Miner, with Growing Production
Marta Escribano of Salmon Mundi Capital presented her thesis on Polyus (Russia/UK: PLZL) at European Investing Summit 2020.
Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet
Samuel S. Weber of SW Kapitalpartner presented his thesis on Swatch Group (Switzerland: UHR) at European Investing Summit 2020.
Rapidly Shifting Business Models in Real Asset Industries
We share some of the best examples of companies that are transitioning their business model to reduce carbon emissions.
Mynaric: Strategically Important Leader in Laser Communications
Thomas Karlovits of Blackwall Capital presented his thesis on Mynaric (Germany: M0Y) at European Investing Summit 2020.
BT Group: Strong Cash Flow, Fibre Spinoff Catalyst on Horizon
Roshan Padamadan of Luminance Capital presented a thesis on BT Group (UK: BT.A) at European Investing Summit 2020.
ITV: Lowly Valued, Liberty-Associated TV Producer and Broadcaster
Dominic Fisher of Thistledown Investment Management presented his thesis on ITV (UK: ITV) at European Investing Summit 2020.
Sesa: IT Reseller and Systems Integrator at Double-Digit FCF Yield
Paolo Cipriani, based in Italy, presented his in-depth investment thesis on Sesa (Italy: SES) at European Investing Summit 2020.
Zalando: Enduring Competitive Moat of Size and Network Effects
Pieter Hundersmarck of Flagship Asset Management presented Zalando (Germany: ZAL) at European Investing Summit 2020.
Landis+Gyr: Smart Meter Leader at Cyclical Trough Valuation
Adam Crocker of Logbook Investments presented his thesis on Landis+Gyr (Switzerland: LAND) at European Investing Summit 2020.
Danone: Dairy and Infant Nutrition Leader at Attractive Valuation
Stuart Mitchell of S. W. Mitchell Capital presented his thesis on Danone (France: BN) at European Investing Summit 2020.
M8G: Derisked Gaming and Media Business in the Process of Scaling Up
Markus Matuszek of M17 Capital Management presented Media and Games Invest (Germany: M8G) at European Investing Summit 2020.
Sanlorenzo: Owner-Operated, Uniquely Positioned Yacht Producer
Sebastien Lemonnier of INOCAP Gestion presented his thesis on Sanlorenzo (Italy: SL) at European Investing Summit 2020.
Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader
Juan Huerta de Soto of Cobas Asset Management presented Maire Tecnimont (Italy: MT) at European Investing Summit 2020.
Three European Companies at a Discount to Fair Value
Deepinder Bhatia presented GVC (UK), Fondul Proprietatea (Romania), and Philip Morris CR (Czech) at European Investing Summit 2020.
Avivasa: Well-Run, Capital-Light Franchise with Growth Runway
Gokul Ponnuraj of Bavaria Industries Group presented his thesis on Avivasa (Turkey: AVISA) at European Investing Summit 2020.
Modern Times: Undervalued Portfolio of Digital Entertainment Assets
David Marcus of Evermore Global Advisors discussed European special situations at European Investing Summit 2020.
MailUp: Marketing Automation Provider at Discount to Global Peers
Massimo Fuggetta of Bayes Investments presented his thesis on MailUp Group (Italy: MAIL) at European Investing Summit 2020.
Essity: Sweden-Based Kimberly-Clark Comp at Attractive Valuation
Jean-Pascal Rolandez of The L.T. Funds presented his thesis on Essity (Sweden: ESSITY) at European Investing Summit 2020.
Rocket Internet: Undervalued, But Minority Holders Expropriated
Louis d’Arvieu of Amiral Gestion presented his thesis on Rocket Internet (Germany: RKET) at European Investing Summit 2020.
Ferrari: Luxury Identity Brand with Enviable Business Model
Arif Karim of Ensemble Capital Management presented his thesis on Ferrari (NYSE: RACE) at European Investing Summit 2020.
Ceska Zbrojovka: Busted IPO of Renowned Czech Firearms Maker
Daniel Gladis of Vltava Fund presented Ceska Zbrojovka Group (Czech Republic: CZG) at European Investing Summit 2020.
SII SA: Owner-Operated High-Quality Engineering Services Firm
Alejandro Estebaranz of True Value presented his in-depth investment thesis on SII SA (France: SII) at European Investing Summit 2020.
Alcon: Eyecare Leader with Wide Moat and Long-Term Growth
Christopher Rossbach of J. Stern & Co. presented his thesis on Alcon (Switzerland: ALC) at European Investing Summit 2020.
Commodity Sectors: Valuation, Fundamentals, and Sentiment
Gregor Rudolph-Dengel of Allianz Global Investors presented his thesis on selected commodity sectors at European Investing Summit 2020.
Qurate Retail: User Habit Formation Underappreciated by the Market
Bill Brewster of Sullimar Capital Group spoke with MOI Global about his investment thesis on Liberty Media-affiliated QRTEA.
Owner-Operator Case Study: Matthew Miau and the MiTAC-Synnex Group
It’s due to Matthew Miau’s pioneering and entrepreneurial efforts that Taiwan has become one of the world’s high-tech leaders.
Zalando Investment Thesis: The Fashion Platform of the Future
We have followed the company since before it listed in 2011 and have met with management as well as the two founding investors.
The Tesla Effect: A Research Report of Tsai Capital Corporation
Christopher Tsai argues that Tesla is a misunderstood, quality compounder with significant and underappreciated advantages.