US Lime & Minerals: Revisiting an Unexpected Compounder
Jonathan Isaac of Quilt Investment Management presented US Lime & Minerals, Inc. (US: USLM) at Wide-Moat Investing Summit 2024.
Vivendi: French Media Conglomerate, Discount Ready to Unwind
John Woodman of Southeastern Asset Management presented Vivendi (France: VIV) at Wide-Moat Investing Summit 2024.
Vente-unique: Cost Leader in Fragmented Furniture Market
Txomin Zaratiegui of Arlas Capital presented his investment thesis on Vente-unique (France: ALVU) at Wide-Moat Investing Summit 2024.
Uber: Large Market Opportunities, FCF Inflection, Multi-Faceted Moat
Chris Crawford of Crawford Fund Management presented his thesis on Uber Technologies (US: UBER) at Wide-Moat Investing Summit 2024.
Games Workshop: Loyal Community, Self-Reinforcing Business Model
Todd Wenning of KNA Capital Management presented his thesis on Games Workshop (UK: GAW) at Wide-Moat Investing Summit 2024.
Hagerty: Leader in Collector Car Insurance, With Reinvestment Runway
Kyle Campbell of Greenhaven Road Capital presented his thesis on Hagerty (US: HGTY) at Wide-Moat Investing Summit 2024.
Rentokil: High-Quality Pest Control Business With Economies of Scale
Rodrigo Lopez Buenrostro of KUE Capital presented his thesis on Rentokil Initial (UK: RTO) at Wide-Moat Investing Summit 2024.
Melrose Industries: Great Business, Capital Returns, Decade of Tailwinds
Daniel Prather of Crossroads Capital presented his thesis on Melrose Industries (UK: MRO) at Wide-Moat Investing Summit 2024.
Topgolf: Well-Managed Emerging Compounder With Long Runway
Arvind Mallik and Jonathon Fite of KMF presented Topgolf Callaway Brands (US: MODG) at Wide-Moat Investing Summit 2024.
Harrow: Transformed to Branded Pharma With Ophthalmic Portfolio
Niraj Gupta of GCI Partners presented his investment thesis on Harrow (US: HROW) at Wide-Moat Investing Summit 2024.
Paycom: Owner-Operated Business at Discount to Peers ADP, Paychex
Dave Sather of Sather Financial Group presented his thesis on Paycom Software (US: PAYC) at Wide-Moat Investing Summit 2024.
Enerpac: Transformed Market Leader, With Pricing Power, New CEO
Eric DeLamarter of Half Moon Capital presented his thesis on Enerpac Tool Group (US: EPAC) at Wide-Moat Investing Summit 2024.
LSI Industries: Growing, High-ROIC Commercial Lighting Provider
Jim and Abigail Zimmerman of Lowell Capital Management presented LSI Industries (US: LYTS) at Wide-Moat Investing Summit 2024.
Atkore: Category Leader Benefiting From Strong End Market Demand
Aman Budhwar of PenderFund presented his investment thesis on Atkore (US: ATKR) at Wide-Moat Investing Summit 2024.
LVMH: Underestimated, Advantaged Portfolio of Monopoly-Like Assets
Andrew Macken of Montaka Global Investments presented LVMH Moet Hennessy (France: MC) at Wide-Moat Investing Summit 2024.
Truecaller: Founder/CEO-Led Caller ID App, Returning Cash to Owners
Christian Ryther of Curreen Capital presented his investment thesis on Truecaller (Sweden: TRUE-B) at Wide-Moat Investing Summit 2024.
Protean: eGov Solutions Company With Long Runway of Growth
Mehul Bhatt of OysterRock Capital presented his investment thesis on Protean eGov Technologies at Asian Investing Summit 2024.
JB Financial: Domestic-Led Activism Unlocking Value at Korean Bank
Florian Weidinger of Santa Lucia Asset Management presented JB Financial (Korea: 175330) at Asian Investing Summit 2024.
360 One Wam: Leading Wealth and Alternatives Asset Manager in India
Sameer Shah of ValueQuest presented his investment thesis on 360 One Wam Ltd (India: 360ONE) at Asian Investing Summit 2024.
Three Japanese Net Nets: Mitachi (3321), Soiken (2385), ItoKuro (6049)
Gaurang Merani of Global Investing Insight discussed his quantitative value approach and presented three Japanese net nets.
HEG: Dual Growth Engine: Low-Cost Graphite Electrodes, Li-Ion Batteries
Nandan Madhiwalla of Punctilious One presented his investment thesis on HEG Ltd (India: HEG) at Asian Investing Summit 2024.
Intellect Design Arena: Financial Tech Leader With Long Growth Runway
Rahul Saraogi of Atyant Capital Advisors presented Intellect Design Arena (India: INTELLECT) at Asian Investing Summit 2024.
Lemon Tree Hotels: Strong Position, Capital-Light Growth Opportunity
Amit Kumar of HDFC Securities presented his thesis on Lemon Tree Hotels (India: LEMONTRE) at Asian Investing Summit 2024.
GHCL Textiles: Strong Management, With Proven Record of Value Creation
V.P. Rajesh and Saurabh Basrar of Banyan Capital presented GHCL Textiles (India: GHCLTEXT) at Asian Investing Summit 2024.
Café de Coral: Hong Kong Fast-Food Chain in Post-COVID Margin Recovery
Michael Fritzell of Asian Century Stocks presented his thesis on Café de Coral (Hong Kong: 341) at Asian Investing Summit 2024.
ideaForge: India’s Founder-Led Drone Technology Champion
Rajeev Mantri of Navam Capital presented his thesis on ideaForge (India: IDEAFORG) at Asian Investing Summit 2024.
Intelligent Monitoring: Australasia’s Largest Security Monitoring Player
Peter Kennan of Black Crane Capital presented Intelligent Monitoring Group (Australia: IMB) at Asian Investing Summit 2024.
Adani Ports: Largest Private Sector Port Operator in India
Naveen Chandramohan of Itus Capital presented his thesis on Adani Ports (India: ADANIPORTS) at Asian Investing Summit 2024.
Bank CenterCredit: Third-Largest Bank in Kazakhstan at Deep Discount
Isaac Schwartz of Robotti & Company presented his thesis on Bank CenterCredit (Kazakhstan: CCBN) at Asian Investing Summit 2024.
Daiei Kankyo: Waste Manager With Organic and M&A Growth
Jiro Yasu of Varecs Partners presented an investment thesis on Daiei Kankyo (Tokyo: 9336) at Asian Investing Summit 2024.