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Wide-Moat Investing Summit 2021 is the 9th edition of this fully online investment conference, hosted by MOI Global.

Wide-Moat Investing Summit 2021 took place from July 7-9.

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

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

Lockheed Martin: Large Portfolio of Classified IP, Multiple Moats

Dave Sather of Sather Financial Group presented his investment thesis on Lockheed Martin (US: LMT) at Wide-Moat Investing Summit 2021.

Next plc: Simple, Well-Managed, Well-Positioned, Growing Business

Mark Walker of Tollymore Investment Partners presented his investment thesis on Next plc (UK: NXT) at Wide-Moat Investing Summit 2021.

Countryside Properties: High-Quality Partnerships Business a Hidden Gem

Ryan O’Connor of Crossroads Capital Partners presented Countrywide Properties (UK: CSP) at Wide-Moat Investing Summit 2021.

FRP: Wide-Moat Assets to Drive Property Appreciation Over Time

Bill Chen of Rhizome Partners presented his investment thesis on FRP Holdings (US: FRPH) at Wide-Moat Investing Summit 2021.

Entegris: Benefiting From Increased Complexity in Semiconductors

Daniel Prather of Brasada Capital Management presented his investment thesis on Entegris (US: ENTG) at Wide-Moat Investing Summit 2021.

Woodward: Dominant, Sole-Source Provider at FCF Inflection Point

Bertie Thomson of Brown Advisory presented his investment thesis on Woodward (US: WWD) at Wide-Moat Investing Summit 2021.

Grifols: Leader in Highly Regulated, Oligopolistic Blood Plasma Industry

Rodrigo Lopez Buenrostro of KUE Capital presented his thesis on Grifols S.A. (Spain: GRF) at Wide-Moat Investing Summit 2021.

Ferguson: Industrial Distributor With High-ROIC Reinvestment Runway

Charles Hoeveler of Norwood Capital Partners presented his thesis on Ferguson plc (UK: FERG) at Wide-Moat Investing Summit 2021.

Sonatel: Double Play on Connectivity and Financial Services in West Africa

Fred Steiner and Evans Mugi of BCCM Advisors presented their thesis on Sonatel (BRVM: SNTS) at Wide-Moat Investing Summit 2021.

Trulieve Cannabis: Strong Team, Barriers to Entry, Growth Profile

Hunter Hayes of Intrepid Capital Management presented Trulieve Cannabis (Canada: TRUL) at Wide-Moat Investing Summit 2021.

Clarus: Owner-Operator Creating Value Through Capital Allocation

Dan Roller of Maran Capital Management updated his thesis on Clarus Corporation (US: CLAR) at Wide-Moat Investing Summit 2021.

Tile Shop: Up-Listed to Nasdaq, With Multiple Impending Catalysts

Eric Delamarter of Half Moon Capital updated his investment thesis on Tile Shop Holdings (US: TTSH) at Wide-Moat Investing Summit 2021.

ViacomCBS: Balance Sheet Repaired, Capital and Cash Flow Fund Growth

Arvind Mallik and Jonathon Fite of KMF Investments updated their thesis on ViacomCBS (US: VIAC) at Wide-Moat Investing Summit 2021.

Biodesix: Uniquely Differentiated AI Platform, With Catalysts Ahead

Peter Mantas of Logos LP presented his investment thesis on Biodesix (US: BDSX) at Wide-Moat Investing Summit 2021.

Chipotle: Nationally Scaled Fresh-Food Supply Chain, Mission-Infused Brand

Todd Wenning of Ensemble Capital presented his thesis on Chipotle Mexican Grill (US: CMG) at Wide-Moat Investing Summit 2021.

Peloton: Interactive Fitness Platform, Vertically Integrated Media Company

Stefan Culibrk of Highway One Asset Management presented his thesis on Peloton (US: PTON) at Wide-Moat Investing Summit 2021.

Disney: Going Digital — Where Imagination and Experience Converge

Jonathan Isaac of Quilt Investment Management presented his thesis on Walt Disney (US: DIS) at Wide-Moat Investing Summit 2021.

Micron: Leader in Growing Industry With Supply-Side Discipline

Nitin Sacheti of Papyrus Capital presented his investment thesis on Micron Technology (US: MU) at Wide-Moat Investing Summit 2021.

Eastern Company: Engineered Solutions Provider With Strong FCF

Jim and Abby Zimmerman of Lowell Capital Management presented The Eastern Company (US: EML) at Wide-Moat Investing Summit 2021.

JBG Smith: Attractively Valued REIT, With Multiple Growth Catalysts

Robert Deaton of Fat Pitch Capital presented his thesis on JBG Smith Properties (US: JBGS) at Wide-Moat Investing Summit 2021.

Sprouts: Differentiated Grocer With Attractive Unit Economics

Gary Mishuris of Silver Ring Value Partners presented Sprouts Farmers Market (US: SFM) at Wide-Moat Investing Summit 2021.

Multibagger Returns in International Equities — A Study by Pictet

Ben Beneche of Pictet Asset Management discussed a proprietary study of multibaggers at Wide-Moat Investing Summit 2021.

François Rochon on the Investment Philosophy of Giverny Capital

We had the pleasure of speaking with quality-focused superinvestor François Rochon, president of Giverny Capital, based in Montreal.

Chuck Akre on the Evolution of His Investment Philosophy

We had the pleasure of speaking with super-investor Chuck Akre about his quality-focused, long term-oriented investment approach.