Wide-Moat Investing Summit 2014 is an online investment conference that brought together the best minds from the MOI Global network of intelligent investors, with a focus on timely and actionable wide-moat ideas. Read selected highlights.
Cyrusone: REIT Focused on Building and Operating Data Centers
Jeremy Deal presented his in-depth investment thesis on Cyrusone (NASDAQ: CONE) at Wide-Moat Investing Summit 2014. Cyrusone: Highest quality, least leveraged data…
Ross Stores: One of Two Leading “Off-Price” Apparel Retailers, Selling Name-Brand Clothes For A Lot Less
Stephen Dodson presented his in-depth investment thesis on Ross Stores (NASDAQ: ROST) at Wide-Moat Investing Summit 2014. Ross Stores: One of two…
Zoetis: Global #1 Animal Health Provider Serving the Livestock and Companion Animal Markets
Paul Lountzis presented his in-depth investment thesis on Zoetis (NYSE: ZTS) at Wide-Moat Investing Summit 2014. Zoetis: Recent spin-off from Pfizer and…
Blackhawk Network Holdings: Pioneering Leader in All Things Prepaid
Robert Deaton presented his in-depth investment thesis on Blackhawk Network Holdings (NASDAQ: HAWK) at Wide-Moat Investing Summit 2014. Blackhawk Network Holdings: Pioneer…
Merrimack Pharmaceuticals: A Pharmaceutical Company That Specializes in Developing Drugs For The Treatment of Cancer
Ethan Berg presented his in-depth investment thesis on Merrimack Pharmaceuticals (Nasdaq: MACK) at Wide-Moat Investing Summit 2014.
Credit Acceptance: Provider of Subprime Auto Loans
Christian Ryther presented his in-depth investment thesis on Credit Acceptance (NASDAQ: CACC) at Wide-Moat Investing Summit 2014. Credit Acceptance provides sub-prime auto…
National Oilwell Varco: Leading Provider of Equipment and Components Used in Oil and Gas Drilling and Production
John Heldman and David Hutchison presented their in-depth investment thesis on National Oilwell Varco (NYSE: NOV) at Wide-Moat Investing Summit 2014. National…
Meggitt, MTU Aero Engines: Moat in The Aircraft Aftermarket
Pat Dorsey presented his in-depth investment thesis on Meggitt (UK: MGGT) and MTU Aero Engines (Germany: MTX) at Wide-Moat Investing Summit 2014….
Delticom: Online Tire Dealer With A Leading Position in Europe
Jerome Archambeaud and Eric Boroian presented their in-depth investment thesis on Delticom (GERMANY: DEX) at Wide-Moat Investing Summit 2014. Delticom: Online tire…
Western Union: “World Dominator” of The Global Money Transfer Industry
Arvind Mallik and Jonathon Fite presented their in-depth investment thesis on Western Union (NYSE: WU) at Wide-Moat Investing Summit 2014. Western Union:…
Energy Assets: UK-Based Company That Collects Stable, Inflation-Protected Cash Flows From Gas Meters and Data Loggers
Matthias Riechert presented his in-depth investment thesis on Energy Assets (UK: EAS) at Wide-Moat Investing Summit 2014. Energy Assets: UK-based company that…
Kennedy-Wilson Holdings: Residential Property Managers Company
Christopher Pavese presented his in-depth investment thesis on Kennedy-Wilson Holdings (NYSE: KW) at Wide-Moat Investing Summit 2014.
FTD: A Premier Floral and Gifting Company
Tim Eriksen presented his in-depth investment thesis on FTD (NASDAQ: FTD) at Wide-Moat Investing Summit 2014. FTD: Recent United Online spin-off; premier…
Twenty-First Century Fox: American Multinational Mass Media Corporation
Jason Subotky presented his in-depth investment thesis on Twenty-First Century Fox (NASDAQ: FOX) at Wide-Moat Investing Summit 2014. Twenty-First Century Fox –…
Coach, Tumi: Alpha Driven Investment Ideas
Rupal Bhansali presented her in-depth investment thesis on Coach (NYSE: COH) and Tumi (NYSE: TUMI) at Wide-Moat Investing Summit 2014. Coach: Continues…
Nomura Research Institute: Leading Think-Tank and Systems Integrator in Japan
Henrik Andersson presented his in-depth investment thesis on Nomura Research Institute (Japan: 4307) at Wide-Moat Investing Summit 2014.
Remy Cointreau: French Alcoholic Beverage Company That Produces Cognac, Liqueurs, & Spirits
Dave Sather presented his in-depth investment thesis on Remy Cointreau (FRANCE: RCO) at Wide-Moat Investing Summit 2014. Remy Cointreau: Bad recent news…