Lyft: Underappreciated Turnaround With Cash Generation and Growth

Eric DeLamarter and Brandon Carnovale of Half Moon Capital presented Lyft (Nasdaq: LYFT) at Wide-Moat Investing Summit 2025.

Topgolf Callaway: Two-in-One Value Play With Insider Buying and Catalyst

Arvind Mallik and Jonathon Fite of KMF Investments presented Topgolf Callaway (US: MODG) at Wide-Moat Investing Summit 2025.

Build-A-Bear: Misunderstood Retailer, Underappreciated Brand Licensor

Jim and Abigail Zimmerman of Lowell Capital Management presented Build-A-Bear (NYSE: BBW) at Wide-Moat Investing Summit 2025.

Boeing: Why the Ortberg Era Could Mark a Turning Point

Dave Sather of Sather Financial Group presented his in-depth investment thesis on Boeing (NYSE: BA) at Wide-Moat Investing Summit 2025.

Addus HomeCare: Capitalizing on Consolidation in Fragmented Industry

Aman Budhwar of Pender presented his investment thesis on Addus HomeCare (Nasdaq: ADUS) at Wide-Moat Investing Summit 2025.

Allfunds: Durable Growth and Misunderstood Business Model

Julio Utrera of Southeastern Asset Management presented his thesis on Allfunds (Netherlands: ALLFG) at Wide-Moat Investing Summit 2025.

Duolingo: Owner-Operated, Fast-Growing Gamified Learning Leader

Switzerland-based investor Jens Kruse presented his investment thesis on Duolingo (Nasdaq: DUOL) at Wide-Moat Investing Summit 2025.

Ryanair: Capital Efficiency, Low-Cost Leadership in European Aviation

Stefan Culibrk of Highway One Asset Management presented his thesis on Ryanair (Ireland: RYA, US: RYAAY) at Wide-Moat Investing Summit 2025.

Howden Joinery: Depot Autonomy, Vertical Control Create Durable Moat

Todd Wenning of KNA Capital Management presented his thesis on Howden Joinery (UK: HWDN) at Wide-Moat Investing Summit 2025.

Louisiana-Pacific: Share Cannibal with Hidden Growth Engine

Kyle Campbell of Greenhaven Road Capital presented his thesis on Louisiana-Pacific (US: NPX) at Wide-Moat Investing Summit 2025.

Floor & Decor: Flywheel Dynamics Powering Market Share Expansion

Andrew Macken of Montaka Global Investments presented his thesis on Floor & Decor (NYSE: FND) at Wide-Moat Investing Summit 2025.

ASML: Strengthening Competitive Advantages in Critical Global Industry

Rodrigo Lopez Buenrostro of KUE Capital presented his investment thesis on ASML (NYSE: ASML) at Wide-Moat Investing Summit 2025.

Zoomlion: Construction Machinery Leader Undergoing Structural Reform

Florian Weidinger of Santa Lucia Asset Management presented his thesis on Zoomlion (HK: 1157) at Asian Investing Summit 2025.

IndiGo: India’s Dominant Airline, With Long Runway of Growth

Rajeev Mantri of Navam Capital presented his investment thesis on InterGlobe Aviation (India: INDIGO) at Asian Investing Summit 2025.

Matrimony.com: Owner-Operated, Structurally Advantaged Platform

Private investor Manivannan Kannan presented his thesis on Matrimony.com (India: MATRIMONY) at Asian Investing Summit 2025.

Gujarat Ambuja Exports: Maize Processor in Capacity Expansion

V.P. Rajesh and Saurabh Basrar of Banyan Capital Advisors presented Gujarat Ambuja Exports (India: GAEL) at Asian Investing Summit 2025.

Halyk Bank: Well-Positioned, Growing Leader at Attractive Valuation

Isaac Schwartz of Robotti & Company discussed his thesis on Halyk Savings Bank (Kazakhstan: HSBK) at Asian Investing Summit 2025.

Alphapolis: Manga/Anime Publisher With Unique Business Model

Jiro Yasu, Patrick Rial, and Jeff Musial of Varecs Partners presented their thesis on Alphapolis (Japan: 9467) at Asian Investing Summit 2025.

UTI: Major Player in Underpenetrated Mutual Fund Market in India

Kimi Venkataraman and Sidd Thomas of India Intrinsic Value presented UTI Asset Management (India: UTIAMC) at Asian Investing Summit 2025.

Intelligent Monitoring: Update on Security Monitoring Leader

Peter Kennan of Black Crane Capital presented his thesis on Intelligent Monitoring Group (Australia: IMB) at Asian Investing Summit 2024.

Fosun: Global Conglomerate Creating Value Through Deleveraging

Roshan Padamadan of Luminance Capital presented his thesis on Fosun (HK: 0656 / OTC: FOSUY) at Asian Investing Summit 2025.

Narayana: Low-Cost Hospital Operator With Improved ROI Focus

Vinod Moras of Kiara Advisors presented his investment thesis on Narayana Hrudayalaya (India: NARH) at Asian Investing Summit 2025.

Suryoday: Financially Secure, Deeply Undervalued Small Finance Bank

Amey Kulkarni of Candor Investing presented his thesis on Suryoday Small Finance Bank (India: SURYODAY) at Asian Investing Summit 2025.

Repco Home Finance: Deep Value Opportunity in Affordable Housing

Rajeev Agrawal of DoorDarshi Advisors presented his thesis on Repco Home Finance (India: REPCOHOME) at Asian Investing Summit 2025.

MAS Financial: Non-Banking Financial Company With Strong Track Record

Gokul Raj Ponnuraj of Bavaria Industries Group presented his thesis on MAS Financial (India: MASFIN) at Asian Investing Summit 2025.

Mahindra Holidays: New Leadership to Drive Long-Term Growth Story

Nandan Madhiwalla of Punctilious One presented his thesis on Mahindra Holidays and Resorts (India: MHRIL) at Asian Investing Summit 2025.

Major Cineplex: Cinema Leader, Owner-Operated Share Cannibal

Michael Fritzell of Asian Century Stocks presented his investment thesis on Major Cineplex (Thailand: MAJOR) at Asian Investing Summit 2025.

Jupiter Wagons: Well-Run, Owner-Operated Rail Freight Car Leader

Rahul Saraogi of Atyant Capital Advisors presented his investment thesis on Jupiter Wagons Limited (India: JWL) at Asian Investing Summit 2025.

Piramal Pharma: Capacity Expansion Supports Strong Growth Prospects

Naveen Chandramohan of Itus Capital presented his investment thesis on Piramal Pharma (India: PPLPHARMA) at Asian Investing Summit 2025.

Palfinger: Largest Producer of Truck-Mounted Knuckle Boom Cranes

Gwen Hofmeyr of Folly Partners presented her investment thesis on Palfinger (Austria: PAL) for the benefit of MOI Global members.

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