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.
Burford Capital: Litigation Financier With Attractive Business Model
This article is excerpted from a letter by Mordechai Yavneh, managing member of Focus Capital Management, based in New York City.
SingTel: Dominant Singapore Telco, With Business Portfolio Across Asia
Roshan Padamadan of Luminance Capital presented his thesis on SingTel (Singapore: ST) at Asian Investing Summit 2021.
Florian Weidinger on Three Flavors of Ideas in Southeast Asia
Florian Weidinger of Hansabay shared his investment theses on three timely ideas in Southeast Asia at Asian Investing Summit 2021.