MOI Global Online Conferences
Discover great

Wide-Moat Investing Summit 2023 is the 11th edition of this online investment conference, hosted by MOI Global.

Wide-Moat Investing Summit 2023 took place from June 21-27, 2023.

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

Access past conferences: 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013

KKR: Earning Power Growth Not Accurately Reflected in Recent EV

Andrew Macken of Montaka Global Investments presented his investment thesis on KKR (US: KKR) at Wide-Moat Investing Summit 2023.

CDW: Scale-Advantaged Value-Added Reseller With Growth Runway

Alex Furmanski of Unison Asset Management presented his thesis on CDW Corporation (US: CDW) at Wide-Moat Investing Summit 2023.

Keurig Dr Pepper: Misperceptions About Growth of Coffee Business

Eric DeLamarter and Brandon Carnovale of Half Moon Capital presented Keurig Dr Pepper at Wide-Moat Investing Summit 2023.

Glanbia: Misvalued Power Brands in Structural Growth Industry

John Woodman of Southeastern Asset Management presented his thesis on Glanbia (UK: GLB) at Wide-Moat Investing Summit 2023.

Danone: Refocusing on Core Brands, Reinvestment, and Innovation

Lauren Templeton of Templeton & Phillips Capital Management presented Danone (France: BN) at Wide-Moat Investing Summit 2023.

Alphawave: Founder-Led Tech Leader Overcoming Growing Pains

Daniel Prather of Crossroads Capital presented his thesis on Alphawave IP Group (UK: AWE) at Wide-Moat Investing Summit 2023.

TSMC: Scale-Advantaged Technology and Manufacturing Leader

Aman Budhwar of Pender presented his thesis on Taiwan Semiconductor Manufacturing (US: TSM) at Wide-Moat Investing Summit 2023.

Sprouts: Attractive Grocery Business With Friendly Capital Allocation

Jim and Abigail Zimmerman of Lowell Capital Management presented their thesis on Sprouts (US: SFM) at Wide-Moat Investing Summit 2023.

FRP Holdings: An In-Depth Look at the Firm’s Aggregate Properties

Jonathan Isaac of Quilt Investment Management presented his thesis on FRP Holdings (US: FRPH) at Wide-Moat Investing Summit 2023.

LSEG: Improving Data Monetization Following Refinitiv Acquisition

Bertie Thomson of Brown Advisory presented his thesis on London Stock Exchange Group (UK: LSEG) at Wide-Moat Investing Summit 2023.

NVR: Homebuilder With High-ROIC, Differentiated Operating Model

Todd Wenning of Ensemble Capital presented his investment thesis on NVR, Inc. (US: NVR) at Wide-Moat Investing Summit 2023.

Warner Bros. Discovery: Rapidly Deleveraging, Well-Run Media Giant

Rodrigo Lopez Buenrostro of KUE Capital presented his thesis on Warner Bros. Discovery (US: WBD) at Wide-Moat Investing Summit 2023.

Bandai Namco: Entertainment Company With Strong IP and Culture

Clement Loh of Lion Rock Partners presented his investment thesis on Bandai Namco (Japan: 7832) at Wide-Moat Investing Summit 2023.

Bel Fuse: Successfully Repositioning as Wide-Moat, Niche Business

Samir Patel of Askeladden Capital presented his thesis on Bel Fuse (US: BELFA/BELFB) at Wide-Moat Investing Summit 2023.

O-I Glass: Well-Run, Predictable, Quality Business With Low Cyclicality

Gary Mishuris of Silver Ring Value Partners presented his investment thesis on O-I Glass (US: OI) at Wide-Moat Investing Summit 2023.

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

Peter Mantas of Logos LP presented his in-depth investment thesis on Clearpoint Neuro (US: CLPT) at Wide-Moat Investing Summit 2023.

Atkore: High-ROIC Leader in Attractive Electrical Component Niche Markets

Chris Crawford of Crawford Fund Management presented his thesis on Atkore (US: ATKR) at Wide-Moat Investing Summit 2023.

Flex: Successful Transition Toward Higher-Margin, Long-Cycle Businesses

Arvind Mallik and Jonathon Fite of KMF Investments presented their thesis on Flex (US: FLEX) at Wide-Moat Investing Summit 2023.

Vedant Fashions: Branded, Growing Leader in Indian Wedding Wear

Gautam Baid of Stellar Wealth Partners presented Vedant Fashions Limited (India: MANYAVAR) at Wide-Moat Investing Summit 2023.

MOI Global