Discover great
Wide-Moat Investing Summit 2024 is the 12th edition of this online investment conference, hosted by MOI Global.
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.