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 timely and actionable wide-moat investment ideas. Participation is complimentary and exclusive to members of MOI Global.
Wide-Moat Investing Summit 2018 took place from June 27-29, 2018.
Reno Giancola and Jeff Hales of Alignvest Capital Management presented their in-depth investment thesis on Cargojet (Toronto: CJT) at Wide-Moat Investing Summit 2018.
Artem Fokin of Caro-Kann Capital presented his in-depth investment thesis on Trupanion (Nasdaq: TRUP) at Wide-Moat Investing Summit 2018.
Thomas Bushey of Sunderland Capital Partners presented his in-depth investment thesis on TripAdvisor (Nasdaq: TRIP) at Wide-Moat Investing Summit 2018.
Nathaniel Leach of LBW Wealth Management presented his in-depth investment thesis on Formula One Group (Nasdaq: FWONK) at Wide-Moat Investing Summit 2018.
Rodrigo Lopez Buenrostro of KUE Capital presented his in-depth investment thesis on BlackBerry (NYSE: BB) at Wide-Moat Investing Summit 2018.
Daniel Baldini of Oberon Asset Management presented his in-depth investment thesis on HolidayCheck Group (Germany: HOC) at Wide-Moat Investing Summit 2018.
Dan Roller of Maran Capital Management presented his in-depth investment thesis on Turning Point Brands (NYSE: TPB) at Wide-Moat Investing Summit 2018.
Adam Zuercher of Hixon Zuercher Capital Management presented his in-depth investment thesis on Manhattan Associates (Nasdaq: MANH) at Wide-Moat Investing Summit 2018.
Jim Zimmerman of Lowell Capital Management presented his in-depth investment thesis on Transcontinental (Toronto: TCL) at Wide-Moat Investing Summit 2018.
Kaushal Majmudar and Sam Namiri of Ridgewood Investments presented their in-depth investment thesis on BofI Holding (Nasdaq: BOFI) at Wide-Moat Investing Summit 2018.
Niraj Gupta of GCI Partners presented his in-depth investment thesis on Facebook (Nasdaq: FB) at Wide-Moat Investing Summit 2018.
Sean Stannard-Stockton of Ensemble Capital Management: presented his in-depth investment thesis on Landstar System (Nasdaq: LSTR) at Wide-Moat Investing Summit 2018.
Dan Sheehan of Sheehan Associates and Credit River Partners shared his insights into the evolution of value investing at Wide-Moat Investing Summit 2018.
Keith Smith of Bonhoeffer Fund presented his in-depth investment theses on Buzzi Unicem (Italy: BZUR), Nexen Corporation (Korea: 005720), and KT Corporation (Korea: 030200) at Wide-Moat Investing Summit 2018.
Luis Garcia Alvarez of MAPFRE AM presented his in-depth investment thesis on Ferrovial (Spain: FER) at Wide-Moat Investing Summit 2018.
Michael Lee of Hypotenuse Capital Management shared his wisdom and insights into the nature and features of moats at Wide-Moat Investing Summit 2018.
Nitin Sacheti of Papyrus Capital presented his in-depth investment thesis on Maui Land & Pineapple (NYSE: MLP) at Wide-Moat Investing Summit 2018.
Amit Wadhwaney of Moerus Capital Management shared his insights into global value investing as well as his investment thesis on Almacenes Exito (Colombia: EXITO) at Wide-Moat Investing Summit 2018.
Ian Clark of Dichotomy Capital presented his in-depth investment thesis on Darling Ingredients (NYSE: DAR) at Wide-Moat Investing Summit 2018.
Jonathan Isaac of Quilt Investment Management presented his in-depth investment thesis on United States Lime & Minerals (Nasdaq: USLM) at Wide-Moat Investing Summit 2018.
Chris Karlin of Aquitania Capital Management presented his in-depth investment thesis on NIC (Nasdaq: EGOV) at Wide-Moat Investing Summit 2018.
William Thomson of Massif Capital presented his in-depth investment thesis on GrafTech (NYSE: EAF) at Wide-Moat Investing Summit 2018.
Gary Mishuris of Silver Ring Value Partners presented his in-depth investment thesis on Allergan (NYSE: AGN) at Wide-Moat Investing Summit 2018.
Dave Sather of Sather Financial Group presented his in-depth investment thesis on Starbucks (NYSE: SBUX) at Wide-Moat Investing Summit 2018.
Scott Miller of Greenhaven Road Capital presented his in-depth investment thesis on Ashford (NYSE American: AINC) at Wide-Moat Investing Summit 2018.
Francisco Olivera of Arevilo Capital Management presented his in-depth investment thesis on The Walt Disney Company (NYSE: DIS) at Wide-Moat Investing Summit 2018.
Phil Ordway of Anabatic Investment Partners shared his research and insights into the “power of a low-cost advantage” at Wide-Moat Investing Summit 2018.
Howard Punch of Punch and Associates presented his in-depth investment thesis on Par Pacific Holdings (NYSE: PARR) at Wide-Moat Investing Summit 2018.
Chris Crawford of Crawford Fund Management presented his in-depth investment thesis on OTC Markets (OTC: OTCM) at Wide-Moat Investing Summit 2018.
Henrik Andersson of Didner & Gerge presented his in-depth investment thesis on Bunzl (London: BNZL) at Wide-Moat Investing Summit 2018.
David Barr and Felix Narhi of PenderFund Management Capital presented their in-depth investment theses on Middleby (Nasdaq: MIDD) and Freshii (Toronto: FRII) at Wide-Moat Investing Summit 2018.
Shawn Kravetz of Esplanade Capital presented his in-depth investment thesis on 5N Plus (Canada: VNP) at Wide-Moat Investing Summit 2018.
Arvind Mallik and Jonathon Fite of KMF Investments presented their in-depth investment thesis on Transocean (NYSE: RIG) at Wide-Moat Investing Summit 2018.
Elliot Turner of RGA Investment Advisors presented his in-depth investment thesis on IAC/InterActiveCorp (Nasdaq: IAC) at Wide-Moat Investing Summit 2018.
Our research strongly convinced us that we could identify quality companies through a carefully reasoned and tested quantitative approach, enhanced with human oversight. As Michael Mauboussin noted, moats can be measured even if they cannot be simply explained.
Compound mispricings in moated businesses can create interesting opportunities. Compound mispricings are situations where an underlying business is mispriced and a security in the firm’s capital structure or a third-party derivative is also mispriced.
