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Wide-Moat Investing Summit 2022 is the 10th edition of this online investment conference, hosted by MOI Global.

Wide-Moat Investing Summit 2022 took place from June 28th thru July 1st.

Members enjoy exclusive access. Non-members may apply to join the waiting list.

Access past conferences: 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013

Countryside Partnerships: Catalyst-Rich, High-Quality Compounder

Ryan O’Connor of Crossroads Capital presented his thesis on Countryside Partnerships (UK: CSP) at Wide-Moat Investing Summit 2022.

Spotify: High-ROI Grower With Scale, Brand, and Network Effects

Arvind Mallik and Jonathon Fite of KMF Investments presented Spotify (US: SPOT) at Wide-Moat Investing Summit 2022.

Rentokil Initial: Terminix Acquisition Creates Well-Positioned Leader

Bertie Thomson of Brown Advisory presented his investment thesis on Rentokil Initial (UK: RTO) at Wide-Moat Investing Summit 2022.

Azenta: Emerging Life Sciences Platform, Boosted by Semi Unit Sale

Daniel Prather of Brasada Capital Management presented his thesis on Azenta (US: AZTA) at Wide-Moat Investing Summit 2022.

Archaea Energy: Clear Leader in Landfill Renewable Natural Gas

Chris Crawford of Crawford Fund Management presented his thesis on Archaea Energy (US: LFG) at Wide-Moat Investing Summit 2022.

Align: Competitively Advantaged Next-Generation Orthodontics Leader

Txomin Zaratiegui of Arlas Capital presented his thesis on Align Technology (US: ALGN) at Wide-Moat Investing Summit 2022.

LGI Homes: Owner-Operated, Process-Driven, Top 10 Homebuilder

Samir Patel of Askeladden Capital presented his investment thesis on LGI Homes (US: LGIH) at Wide-Moat Investing Summit 2022.

Ross Stores, TJX: Recession-Resistant, Well-Positioned Off-Price Retailers

Rodrigo Lopez Buenrostro of KUE Capital presented Ross Stores (US: ROST) and TJX (US: TJX) at Wide-Moat Investing Summit 2022.

Clearpoint Neuro: Tightly Owned, Cash-Rich, High-Margin Platform

Peter Mantas of Logos LP presented his investment thesis on Clearpoint Neuro (US: CLPT) at Wide-Moat Investing Summit 2022.

Celestica: Strong FCF, With Increasing Focus on Higher-Value Services

Jim and Abigail Zimmerman of Lowell Capital Management presented Celestica (US: CLS) at Wide-Moat Investing Summit 2022.

Universal Music Group: Scale Affords Negotiating Leverage

Lauren Templeton of Templeton & Phillips presented Universal Music Group (Netherlands: UMG) at Wide-Moat Investing Summit 2022.

Container Store: Emerging Moat Due to Focus on Custom Closets

Eric DeLamarter of Half Moon Capital presented his thesis on Container Store Holdings (US: TCS) at Wide-Moat Investing Summit 2022.

Copart and IAA: Salvage Auction Leaders With Attractive Economics

Stefan Culibrk of Highway One presented his theses on Copart (US: CPRT) and IAA (US: IAA) at Wide-Moat Investing Summit 2022.

Intuit: Recurring Revenue Franchises, Strong Retention and Monetization

Dave Sather of Sather Financial Group presented his investment thesis on Intuit (US: INTU) at Wide-Moat Investing Summit 2022.

Cellebrite: Subscription-Based Business With Secular Tailwinds

Scott Miller of Greenhaven Road Capital presented his thesis on Cellebrite (US: CLBT) at Wide-Moat Investing Summit 2022.

FlatexDegiro: Competitively Advantaged Low-Cost Online Broker

John Woodman of Southeastern Asset Management presented FlatexDegiro (Germany: FTK) at Wide-Moat Investing Summit 2022.

Trulieve Cannabis: Well-Managed, Dominant Multi-State Operator

Hunter Hayes of Intrepid Capital Management presented Trulieve Cannabis (Canada: TRUL) at Wide-Moat Investing Summit 2022.

Sarana Menara Nusantara: Growing Tower Business With Strong ROI

Patricia Perez-Coutts of Pender presented Sarana Menara Nusantara (Indonesia: TOWR) at Wide-Moat Investing Summit 2022.