J.Dennis Jean-Jacques on His Idea Search Criteria and Selection Process

J.Dennis Jean-Jacques of Ocean Park Investments discussed his philosophy, idea generation process, and selected areas of opportunity.

Eurofins: Quality Business With Continuing Structural Growth

Stuart Mitchell of S. W. Mitchell Capital presented his investment thesis on Eurofins (France: ERF) at European Investing Summit 2023.

ISS: Facility Management Services Leader With Customer Behavior Moat

Markus Matuszek of M17 Capital presented his investment thesis on ISS A/S (Denmark: ISS) at European Investing Summit 2023.

Savencia: Well-Managed French Cheese and Dairy Leader at Discount

Brian Chingono of Verdad presented his thesis on European equities and Savencia (France: SAVE) at European Investing Summit 2023.

SolidWorld: Fast-Growing Italian 3D Digital Systems Integrator

Massimo Fuggetta of Bayes Investments presented his thesis on SolidWorld (Italy: S3D) at European Investing Summit 2023.

Stellantis: Deeply Undervalued, Well-Financed, Well-Managed Auto OEM

Adam Crocker of Logbook Investments presented his thesis on Stellantis (Italy: STLAM, US: STLA) at European Investing Summit 2023.

Eurofins: Fast-Growing, Best-in-Class, Family-Owned Lab Operator

Samuel S. Weber presented his investment thesis on Eurofins Scientific (France: ERF) at European Investing Summit 2023.

Focus: Game Publisher Successfully Pursuing Vertical Integration

Jeremie Couix of HC Capital Advisors presented his thesis on Focus Entertainment (France: ALFOC) at European Investing Summit 2023.

Hollywood Bowl, Ten Entertainment: Attractive Bowling Center Operators

José Antonio Larraz of Equam Capital presented his investment theses on Hollywood Bowl (UK: BOWL) and Ten Entertainment (UK: TEG).

Stellantis: Well-Managed Automaker With Strong FCF and Balance Sheet

Daniel Gladiš of Vltava Fund presented his investment thesis on Stellantis (Italy: STLAM, US: STLA) at European Investing Summit 2023.

Teleperformance: Founder-Led, Growing Customer Service Provider

Alejandro Estebaranz of True Value presented his thesis on Teleperformance (France: TEP) at European Investing Summit 2023.

Swatch: Family-Controlled Luxury Watch Leader With Strong Brands

Jean-Pascal Rolandez of The L.T. Funds presented his thesis on Swatch (Switzerland: UHR) at European Investing Summit 2023.

Niox: Asthma Diagnostics Business Undergoing Positive Change

Louis d’Arvieu of Amiral Gestion presented his investment thesis on Niox Group (UK: NIOX) at European Investing Summit 2023.

Bakkafrost: Fully Integrated Salmon Producer With Growth Runway

Ole Søeberg of Nordic Investment Partners presented his thesis on Bakkafrost (Norway: BAKKA) at European Investing Summit 2023.

Adyen: Likely Winner in Global Payment Wars, Despite Challenges

Roshan Padamadan of Luminance Capital presented his thesis on Adyen (Netherlands: ADYEN) at European Investing Summit 2023.

Antofagasta: Family-Owned Copper Miner With Strong Balance Sheet

Santiago Domingo of Magallanes presented his investment thesis on Antofagasta (UK: ANTO) at European Investing Summit 2023.

Petershill Partners: Attractive Portfolio of General Partner Interests

Gokul Raj Ponnuraj of Bavaria Industries Group presented his thesis on Petershill Partners (UK: PHLL) at European Investing Summit 2023.

AB InBev: Scale-Advantaged Leader With Manageable Leverage

Alirio Sendrea of Invexcel presented his thesis on Anheuser-Busch InBev (Belgium: ABI, NYSE: BUD) at European Investing Summit 2023.

Subsea 7: Well-Positioned Business, Growing Market Share Across Cycles

Juan Huerta de Soto Huarte of Cobas presented his investment thesis on Subsea 7 (Norway: SUB) at European Investing Summit 2023.

Oil & Gas: International Petroleum, MAHA Energy, Deep Value Driller

Nils Herzing of Shareholder Value Beteiligungen presented his thesis on the oil and gas sector at European Investing Summit 2023.

KKR: Earning Power Growth Not Accurately Reflected in Recent EV

Andrew Macken of Montaka Global Investments presented his investment thesis on KKR (US: KKR) at Wide-Moat Investing Summit 2023.

CDW: Scale-Advantaged Value-Added Reseller With Growth Runway

Alex Furmanski of Unison Asset Management presented his thesis on CDW Corporation (US: CDW) at Wide-Moat Investing Summit 2023.

Keurig Dr Pepper: Misperceptions About Growth of Coffee Business

Eric DeLamarter and Brandon Carnovale of Half Moon Capital presented Keurig Dr Pepper at Wide-Moat Investing Summit 2023.

Glanbia: Misvalued Power Brands in Structural Growth Industry

John Woodman of Southeastern Asset Management presented his thesis on Glanbia (UK: GLB) at Wide-Moat Investing Summit 2023.

Danone: Refocusing on Core Brands, Reinvestment, and Innovation

Lauren Templeton of Templeton & Phillips Capital Management presented Danone (France: BN) at Wide-Moat Investing Summit 2023.

Alphawave: Founder-Led Tech Leader Overcoming Growing Pains

Daniel Prather of Crossroads Capital presented his thesis on Alphawave IP Group (UK: AWE) at Wide-Moat Investing Summit 2023.

TSMC: Scale-Advantaged Technology and Manufacturing Leader

Aman Budhwar of Pender presented his thesis on Taiwan Semiconductor Manufacturing (US: TSM) at Wide-Moat Investing Summit 2023.

Sprouts: Attractive Grocery Business With Friendly Capital Allocation

Jim and Abigail Zimmerman of Lowell Capital Management presented their thesis on Sprouts (US: SFM) at Wide-Moat Investing Summit 2023.

FRP Holdings: An In-Depth Look at the Firm’s Aggregate Properties

Jonathan Isaac of Quilt Investment Management presented his thesis on FRP Holdings (US: FRPH) at Wide-Moat Investing Summit 2023.

LSEG: Improving Data Monetization Following Refinitiv Acquisition

Bertie Thomson of Brown Advisory presented his thesis on London Stock Exchange Group (UK: LSEG) at Wide-Moat Investing Summit 2023.

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