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Wide-Moat Investing Summit 2026 is the 14th edition of this online investment conference, hosted by MOI Global.
Toast: Undervalued, Founder-Led Compounder With First-Ever Buyback
Chris Crawford of Crawford Fund Management presented his thesis on Toast (NYSE: TOST) at Wide-Moat Investing Summit 2026.
Sif Holding: Capital-Cycle Bet on the Hamburg Declaration’s Buildout
Gwen Hofmeyr of Maiden Financial presented his thesis on Sif Holding (Netherlands: SIFG) at Wide-Moat Investing Summit 2026.
Axon: The Public Safety Operating System Where AI Widens the Moat
Matthew Castel of Logos LP presented his investment thesis on Axon Enterprise (US: AXON) at Wide-Moat Investing Summit 2026.
Midea: Quality Industrial Compounder Mispriced at Home Appliance Multiple
Rodrigo Lopez Buenrostro of KUE Capital presented his thesis on Midea Group (China: 000333; HK: 0300) at Wide-Moat Investing Summit 2026.
Sotera Health: 50% Margin Toll Road Hiding Behind a Litigation Cloud
Samir Patel of Askeladden Capital presented his investment thesis on Sotera Health (US: SHC) at Wide-Moat Investing Summit 2026.
UnitedHealth: A Solvable Margin Reset at the Largest US Health Insurer
Arvind Mallik, Jonathon Fite, and Paul Ucheoma of KMF Investments presented UnitedHealth (US: UNH) at Wide-Moat Investing Summit 2026.
Canal+: African Growth Engine Hidden Inside Undervalued European Spinoff
Julio Utrera of Southeastern Asset Management presented his thesis on Canal+ (UK: CAN; South Africa: CNP) at Wide-Moat Investing Summit 2026.
4imprint: North American Market Leader Hidden on the LSE
Jim and Abigail Zimmerman of Lowell Capital Management presented their thesis on 4imprint (UK: FOUR) at Wide-Moat Investing Summit 2026.
Moonpig: High-Teens Returns From Buyback, Dividend, and Growth
Harry Fraser of Oldfield Partners presented his investment thesis on Moonpig (UK: MOON) at Wide-Moat Investing Summit 2026.
StandardAero: Largest Independent Aerospace Engine Aftermarket Firm
Aman Budhwar of Pender presented his in-depth investment thesis on StandardAero (US: SARO) at Wide-Moat Investing Summit 2026.
UnitedHealth Group: Cyclical Fears Mask a Structurally Widening Moat
Dave Sather of Sather Financial Group presented his in-depth thesis on UnitedHealth Group (US: UNH) at Wide-Moat Investing Summit 2026.
Salesforce: Why Distribution, Not Software, Is the Durable Moat
Andrew Macken of Montaka Global Investments presented his thesis on Salesforce (NYSE: CRM) at Wide-Moat Investing Summit 2026.