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Wide-Moat Investing Summit 2020 is the 8th edition of this fully online investment conference, hosted by MOI Global.

Wide-Moat Investing Summit 2020 took place on July 2-3.

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

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

Highlights from Wide-Moat Investing Summit 2020

We are delighted to bring you investment idea highlights from Wide-Moat Investing Summit 2020, held LIVE online on July 2-3.

Stitch Fix: Owner-Operated Online Retailer with Solid Unit Economics

Felix Narhi of PenderFund Capital Management presented his thesis on Stitch Fix (US: SFIX) at Wide-Moat Investing Summit 2020.

Masimo: Improving Patient Outcomes While Reducing System-Wide Costs

Todd Wenning of Ensemble Capital Management presented his thesis on Masimo (US: MASI) at Wide-Moat Investing Summit 2020.

Twitter: Unique Internet Asset, With Improving Monetization

Elliot Turner of RGA Investment Advisors presented his thesis on Twitter (Nasdaq: TWTR) at Wide-Moat Investing Summit 2020.

Take-Two Interactive: Premium IP, High ROIC, and Growing FCF

Hunter Hayes of Intrepid Capital Management presented Take-Two Interactive (US: TTWO) at Wide-Moat Investing Summit 2020.

Orchid Island: Agency mREIT with Temporary Moat Due to Fed Action

Ryan O’Connor of Crossroads Capital Partners presented Orchid Island Capital (NYSE: ORC) at Wide-Moat Investing Summit 2020.

Liberty Sirius XM: Exposure to Satellite Radio Leader at Discount

Robert Deaton of Fat Pitch Capital presented his thesis on Liberty Sirius XM (US: LSXMK) at Wide-Moat Investing Summit 2020.

Interactive Brokers: Automated, Low-Cost, High-Margin Business

Stefan Ćulibrk of Highway One Asset Management presented Interactive Brokers (IBKR) at Wide-Moat Investing Summit 2020.

FANUC: True Economics Masked by Capacity and R&D Investments

Ben Beneche of Pictet Asset Management presented his thesis on FANUC (Japan: 6954) at Wide-Moat Investing Summit 2020.

Clean Energy: Well-Capitalized Nat Gas Fueling Stations Leader

Alex Gates of Clayton Partners presented his thesis on Clean Energy Fuels (US: CLNE) at Wide-Moat Investing Summit 2020.

OTIS: Recently Spun Off Elevator Leader with High ROIC

Rodrigo Lopez Buenrostro of KUE Capital presented his thesis on OTIS (US: OTIS) at Wide-Moat Investing Summit 2020.

Transcontinental: Underappreciated Resiliency and FCF Generation

Jim Zimmerman of Lowell Capital Management presented Transcontinental (Canada: TCL-A) at Wide-Moat Investing Summit 2020.

Unilever: Consistent, Predictable, Growing Business at Fair Price

Dave Sather of Sather Financial Group presented his thesis on Unilever (US: UL, UN) at Wide-Moat Investing Summit 2020.

Covetrus: Spinoff With Fast-Growing, Underappreciated SaaS Business

Gary Mishuris of Silver Ring Value Partners presented his thesis on Covetrus (US: CVET) at Wide-Moat Investing Summit 2020.

Rimini: Well-Suited to Gain Share in Application Management Services

Charles Hoeveler of Norwood Capital Partners presented Rimini Street (Nasdaq: RMNI) at Wide-Moat Investing Summit 2020.

ViacomCBS: Streaming Success Could Change Negative Perception

Arvind Mallik of KMF Investments presented his thesis on ViacomCBS (Nasdaq: VIAC) at Wide-Moat Investing Summit 2020.

Exponent: Leveraging Historic Relationships to Drive Organic Growth

Jonathan Isaac of Quilt Investment Management presented Exponent (US: EXPO) at Wide-Moat Investing Summit 2020.

Herman-Miller: US Office Furniture Leader at Discount to Fair Value

Danilo Santiago of Rational Investment Methodology presented Herman-Miller (US: MLHR) at Wide-Moat Investing Summit 2020.