Discover great
Wide-Moat Investing Summit 2025 is the 13th edition of this online investment conference, hosted by MOI Global.
Lyft: Underappreciated Turnaround With Cash Generation and Growth
Eric DeLamarter and Brandon Carnovale of Half Moon Capital presented Lyft (Nasdaq: LYFT) at Wide-Moat Investing Summit 2025.
Topgolf Callaway: Two-in-One Value Play With Insider Buying and Catalyst
Arvind Mallik and Jonathon Fite of KMF Investments presented Topgolf Callaway (US: MODG) at Wide-Moat Investing Summit 2025.
Build-A-Bear: Misunderstood Retailer, Underappreciated Brand Licensor
Jim and Abigail Zimmerman of Lowell Capital Management presented Build-A-Bear (NYSE: BBW) at Wide-Moat Investing Summit 2025.
Boeing: Why the Ortberg Era Could Mark a Turning Point
Dave Sather of Sather Financial Group presented his in-depth investment thesis on Boeing (NYSE: BA) at Wide-Moat Investing Summit 2025.
Addus HomeCare: Capitalizing on Consolidation in Fragmented Industry
Aman Budhwar of Pender presented his investment thesis on Addus HomeCare (Nasdaq: ADUS) at Wide-Moat Investing Summit 2025.
Allfunds: Durable Growth and Misunderstood Business Model
Julio Utrera of Southeastern Asset Management presented his thesis on Allfunds (Netherlands: ALLFG) at Wide-Moat Investing Summit 2025.
Duolingo: Owner-Operated, Fast-Growing Gamified Learning Leader
Switzerland-based investor Jens Kruse presented his investment thesis on Duolingo (Nasdaq: DUOL) at Wide-Moat Investing Summit 2025.
Ryanair: Capital Efficiency, Low-Cost Leadership in European Aviation
Stefan Culibrk of Highway One Asset Management presented his thesis on Ryanair (Ireland: RYA, US: RYAAY) at Wide-Moat Investing Summit 2025.
Howden Joinery: Depot Autonomy, Vertical Control Create Durable Moat
Todd Wenning of KNA Capital Management presented his thesis on Howden Joinery (UK: HWDN) at Wide-Moat Investing Summit 2025.
Louisiana-Pacific: Share Cannibal with Hidden Growth Engine
Kyle Campbell of Greenhaven Road Capital presented his thesis on Louisiana-Pacific (US: NPX) at Wide-Moat Investing Summit 2025.
Floor & Decor: Flywheel Dynamics Powering Market Share Expansion
Andrew Macken of Montaka Global Investments presented his thesis on Floor & Decor (NYSE: FND) at Wide-Moat Investing Summit 2025.
ASML: Strengthening Competitive Advantages in Critical Global Industry
Rodrigo Lopez Buenrostro of KUE Capital presented his investment thesis on ASML (NYSE: ASML) at Wide-Moat Investing Summit 2025.