Wide-Moat Investing Summit 2015 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.
Subsea 7: A Global Leader in A Niche Industry with A Sustainable Competitive Advantage
Robert Robotti presented his in-depth investment thesis on Subsea 7 (Oslo: SUBC) at Wide-Moat Investing Summit 2015. Subsea 7 is Robotti &…
Union Pacific: The Largest Railroad in the United States
Dave Sather presented his in-depth investment thesis on Union Pacific (UNP) at Wide-Moat Investing Summit 2015. Union Pacific is the largest railroad…
Carl Zeiss Meditec: Unique Business in Many Ways
Henrik Andersson presented his in-depth investment thesis on Carl Zeiss Meditec (Germany: AFX) at Wide-Moat Investing Summit 2015. Carl Zeiss Meditec is…
Cloud Peak Energy: One of the Largest Coal Producers in the United States
Arvind Mallik and Jonathon Fite presented their in-depth investment thesis on Cloud Peak Energy (CLD) at Wide-Moat Investing Summit 2015. Cloud Peak…
Black Stone Minerals: Mineral and Royalty Interests Across 41 States
Robert Deaton presented his in-depth investment thesis on Black Stone Minerals (BSM) at Wide-Moat Investing Summit 2015. Black Stone Minerals has mineral…
CommScope: Leading Provider of Connectivity Solutions for Wired and Wireless Networks
Chris Karlin presented his in-depth investment thesis on CommScope (COMM) at Wide-Moat Investing Summit 2015. CommScope is a leading provider of connectivity…
Dorman Products: A Dominant U.S. Aftermarket Supplier of (Formerly) Dealer-Exclusive Parts
John Heldman and Dave Hutchison presented their in-depth investment thesis on Dorman Products (DORM) at Wide-Moat Investing Summit 2015. Dorman Products is…
SWK Holdings: Competitive Advantages with Net Operating Losses Companies
Steven Kiel presented his in-depth investment thesis on SWK Holdings (SWKH) at Wide-Moat Investing Summit 2015. SWK Holdings provides funding to health…
WFC, AXP: Preferred Securities
Paul Lountzis presented his in-depth investment thesis on WFC and AXP at Wide-Moat Investing Summit 2015. PREFERRED SECURITY: WFC 6.5% SERIES Q…
eBay, PayPal: Buy Two Moats For The Price of One
Elliot Turner presented his in-depth investment thesis on eBay (Nasdaq:EBAY) and PayPal (Nasdaq:PYPL) at Wide-Moat Investing Summit 2015. eBay is a simple…
Keynote Q&A Session
Tom Russo presented his in-depth investment thesis on Keynote Q&A Session at Wide-Moat Investing Summit 2015.
SeaWorld: Benefits of Being The Remora
Christopher Pavese presented his in-depth investment thesis on SeaWorld (SEAS) at Wide-Moat Investing Summit 2015. SeaWorld is in a difficult position today….
TGS Nopec: A Superior Business Operating in A Cyclical Industry
Christian Ryther presented his in-depth investment thesis on TGS Nopec (Oslo: TGS) at Wide-Moat Investing Summit 2015. TGS Nopec licenses seismic surveys…
Carrols Restaurant Group: Largest Burger King Franchisee in the U.S.
Ben Claremon presented his in-depth investment thesis on Carrols Restaurant Group (TAST) at Wide-Moat Investing Summit 2015. Carrols Restaurant Group is the…
Elis: European Leader in Business Support Services and Facility Management
Eric Boroian presented his in-depth investment thesis on Elis (Paris: ELIS) at Wide-Moat Investing Summit 2015. Elis is the European leader in…
Fairfax Financial: A Global Property & Casualty Insurance Company
Jeff Stacey presented his in-depth investment thesis on Fairfax Financial (Toronto: FFH) at Wide-Moat Investing Summit 2015. Fairfax Financial is a global…
Cimpress: A Disruptive Innovator
Matthias Riechert presented his in-depth investment thesis on Cimpress (CMPR) at Wide-Moat Investing Summit 2015. Cimpress (formerly known as Vistaprint) is a…
Callaway Golf: An Emerging Moat
Todd Sullivan presented his in-depth investment thesis on Callaway Golf (ELY) at Wide-Moat Investing Summit 2015. Callaway Golf: The golf industry is…
Espial: A Leading Provider of User Experience Software Solutions
David Barr presented his in-depth investment thesis on Espial (Toronto: ESP) at Wide-Moat Investing Summit 2015. Espial is a leading provider of…
Union Pacific: A Very Wide, Structural Moat
Stephen Dodson presented his in-depth investment thesis on Union Pacific (UNP) at Wide-Moat Investing Summit 2015. Union Pacific: Major North American rails…
Syntel: A Top 10 India-Centric IT Outsource
Felix Narhi presented his in-depth investment thesis on Syntel (SYNT) at Wide-Moat Investing Summit 2015. Syntel is a Top 10 India-centric IT…
Hu Lane Associate: Asia Ex-Japan’s #1 Automotive Connector, the “Nervous System” in Smart Cars
KB Kee presented his in-depth investment thesis on Hu Lane Associate (Taiwan: 6279) at Wide-Moat Investing Summit 2015. Hu Lane Associate is…
Silverlake Axis: Plumbing for Banks
Pat Dorsey presented his in-depth investment thesis on Silverlake Axis (Singapore: SILV) at Wide-Moat Investing Summit 2015. Silverlake Axis provides software and…
Master Drilling, Zambeef: A Systematic Approach to Value Investing in South Africa
Adrian Saville presented his in-depth investment thesis on Value Investing in South Africa, Master Drilling (JSE: MDI) and Zambeef (London: ZAM) at…
Lawson Products: North American Distributor of Consumable Products to the Maintenance, Repair and Operations (MRO) Market
Charles Hoeveler presented his in-depth investment thesis on Lawson Products (LAWS) at Wide-Moat Investing Summit 2015. Lawson Products is a North American…