Wide-Moat Investing Summit is a fully online annual investment conference that brings together the best minds from the MOI Global network of intelligent investors, with a focus on wide-moat investment ideas. Participation is complimentary and exclusive to members of MOI Global.

Wide-Moat Investing Summit 2019 takes place on June 27-28, 2019.

Nietzsche’s Wheel and Draper’s Carousel

Scott Reardon applies lessons from philosophy to investing. Growth has outperformed recently but value is the likely winner over the long term. Some things just don’t change.

Pigeon, Netease, Moutai: Three Wide-Moat Companies in Asia

Sid Choraria of Amiral Gestion presented his investment theses on three wide-moat ideas in Asia at Wide-Moat Investing Summit 2019.

Grubhub: Real-Time Case Study of the Post-Hype Sleeper Setup

Elliot Turner of RGA Investment Advisors presented an in-depth investment thesis at Wide-Moat Investing Summit 2019.

Zillow: Founder-Led Online Leader Pursuing Large TAM Opportunity

Felix Narhi of PenderFund Capital Management presented his in-depth investment thesis on Zillow at Wide-Moat Investing Summit 2019.

Adecoagro: Low-Cost Agri Company with Synergistic Ecosystem

Chris Karlin of Aquitania Capital Management presented an in-depth investment thesis at Wide-Moat Investing Summit 2019.

Humansoft: Kuwait-Based Education Leader and Steady Grower

Akhilesh Baveja of Arqaam Capital presented his in-depth thesis on Humansoft (Kuwait: HUMN) at Wide-Moat Investing Summit 2019.

Mohawk Industries: Flooring Leader with Best-in-Class Management

Kapish Bhutani of Nugent Capital Management presented his in-depth thesis on Mohawk Industries (US: MHK) at Wide-Moat Investing Summit 2019.

Credit Suisse, Intesa: European Banks at Attractive Valuations

Francesco Castelli of Banor Capital presented his theses on Credit Suisse (Switzerland: CSGN) and Intesa (Italy: ISP) at Wide-Moat Investing Summit 2019.

Kakaku.com: Well-Managed Website Operator in Japan

Rob Forker of Polen Capital Management presented his in-depth thesis on Kakaku.com (Japan: 2371) at Wide-Moat Investing Summit 2019.

Take-Two: Moaty Video Game Publisher with Excellent Management

Hunter Hayes of Intrepid Capital Management presented his in-depth thesis on Take-Two Interactive Software (US: TTWO) at Wide-Moat Investing Summit 2019.

Tinkoff Bank: Online Banking Leader Based in Russia

Scott Reardon of Dakon Capital presented his in-depth thesis on Tinkoff Bank (UK: TCS) at Wide-Moat Investing Summit 2019.

KKR: Lowly Valued Buyout Pioneer with Rock-Solid Balance Sheet

Yaron Naymark of 1 Main Capital presented his in-depth investment thesis on KKR (US: KKR) at Wide-Moat Investing Summit 2019.

Technogym: Owner-Operated, Growing Gym Equipment Maker

Luis García Alvarez of MAPFRE AM presented an in-depth investment thesis at Wide-Moat Investing Summit 2019.

Facebook: Increasing Role of Commerce Across All Platforms

Niraj Gupta of GCI Partners presented his in-depth investment thesis on Facebook (US: FB) at Wide-Moat Investing Summit 2019.

SS&C: Market Underestimates Growth and Operating Leverage

Rodrigo Lopez Buenrostro of KUE Capital presented an in-depth investment thesis at Wide-Moat Investing Summit 2019.

Keynote Q&A Session with Tom Russo on Wide-Moat Investing

Superinvestor Tom Russo answered member questions in a keynote Q&A session at Wide-Moat Investing Summit 2019.

Discovery: Organic Sales Growing Despite Secular Pressures

Gary Mishuris of Silver Ring Value Partners presented an in-depth investment thesis at Wide-Moat Investing Summit 2019.

Texas Pacific Land Trust: Largest Land Owner in Permian Basin

Todd Sullivan of Rand Strategic Partners presented his in-depth investment thesis on Texas Pacific Land Trust at Wide-Moat Investing Summit 2019.

Airport Corporation of Vietnam: Near-Monopoly Operator of Airports

Clement Loh of Lion Rock Partners presented his in-depth thesis on Airport Corporation of Vietnam (Vietnam: ACV) at Wide-Moat Investing Summit 2019.

European Banks are Too Cheap to Ignore

Francesco Castelli describes why he has turned optimistic on the European bank sector and brings some compelling answers to why valuations in the sector are depressed.

Utah Medical Products: Niche Device Maker with Disciplinary Moat

Jonathan Isaac of Quilt Investment Management presented his in-depth thesis on Utah Medical Products (US: UTMD) at Wide-Moat Investing Summit 2019.

PSG Group: Family-Operated Investment Holding Firm at Discount

Rudi van Niekerk of Desert Lion Capital presented his in-depth thesis on PSG Group (South Africa: PSG) at Wide-Moat Investing Summit 2019.

Zscaler: Cybersecurity Company with Strong Business Economics

Peter Mantas of Logos LP presented his in-depth thesis on Zscaler (US: ZS) at Wide-Moat Investing Summit 2019.

Teva Pharma: Generics Leader Turning Around Under New CEO

Arvind Mallik and Jonathon Fite of KMF Investments presented their in-depth thesis on Teva Pharma (US: TEVA) at Wide-Moat Investing Summit 2019.

Disciplinary Moats and Super Moats: Insights Into Contemporary Formations of Structural Advantage

Jonathan Isaac presents a different way to describe companies prospering from a strong brand. He calls it disciplinary moats.

Wide-Moat Investing Summit Preview: Technogym — (Body-)Building a Moat

What makes Technogym a wide moat company and one of the top holdings in our portfolio is its solution selling approach.

Take-Two Interactive Software: Premium IP, Discount Valuation

Hunter Hayes presents his long thesis on Take-Two Interactive Software. He argues that the company enjoys a high barrier to entry.

Intelligent Investing: Wide-Moat Investing in Asian Equities

The key is to be disciplined on the purchase price and not look to Mr. Market as a predictor of value but as a moody friend to take advantage of short-term irrationality.

The Market Environment, and Tilting the Odds in Our Favor

Investors — or anyone wishing to grapple successfully with the future — need to form probability distributions with regards to future outcomes.

On GARRP: Risk- and Quality-Adjusted Growth at a Reasonable Price

MOI Global instructor Akhilesh Bajeva shares his views on investing using a GARRP approach (growth at a reasonable risk-adjusted price).