Wide-Moat Investing Summit 2016 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.
Carrols Restaurant Group: Operational Excellence is an Underrated Moat
Charles Hoeveler presented his in-depth investment thesis on Carrols Restaurant Group (Nasdaq: TAST) at Wide-Moat Investing Summit 2016. Carrols Restaurant Group is…
Fortress Transportation and Infrastructure: Valuable Asset Base at a Discount
Keith Rosenbloom presented his in-depth investment thesis on Fortress Transportation and Infrastructure (NYSE: FTAI) at Wide-Moat Investing Summit 2016.
PICO Holdings: Water Assets at a Discount
Michael Melby presented his in-depth investment thesis on PICO Holdings at Wide-Moat Investing Summit 2016. PICO Holdings owns water rights in the…
Kinder Morgan: Largest Transporter Of Natural Gas In The US
Todd Sullivan presented his in-depth investment thesis on Kinder Morgan (NYSE: KMI) at Wide-Moat Investing Summit 2016. Kinder Morgan is the largest…
Marcus & Millichap: A Wide Moat Business Priced At A Substantial Discount To A Growing Intrinsic Value
Chris Karlin presented his in-depth investment thesis on Marcus & Millichap (NYSE: MMI) at Wide-Moat Investing Summit 2016. Marcus & Millichap is…
Yahoo Stub Trade: Activists Won
Mike Winston presented his in-depth investment thesis on Yahoo (Nasdaq: YHOO) Stub Trade at Wide-Moat Investing Summit 2016.
Axalta Coating Systems: Multifactor Moat
Dave Sather presented his in-depth investment thesis on Axalta Coating Systems (NYSE: AXTA) at Wide-Moat Investing Summit 2016. Axalta Coating Systems, formerly…
Envestnet Corp.: An Envestnet for the Long Run
Elliot Turner presented his in-depth investment thesis on Envestnet Corp. (NYSE: ENV) at Wide-Moat Investing Summit 2016. Envestnet Corp. strives to be…
Mandom: Among Japan’s Most Successful Consumer Brands
Henrik Andersson presented his in-depth investment thesis on Mandom Corporation (Tokyo: 4917) at Wide-Moat Investing Summit 2016. Mandom Corporation is one of…
Liberty Braves: Tracking Stocks
Kevin Byun presented his in-depth investment thesis on Liberty Braves (Nasdaq: BATRA) at Wide-Moat Investing Summit 2016.
HD Supply: One Of The Largest Industrial Goods Distributors In The US
Stephen Dodson presented his in-depth investment thesis on HD Supply (Nasdaq: HDS) at Wide-Moat Investing Summit 2016. HD Supply is one of…
Interactive Brokers: Investing Alongside a Great Owner-Operator
Scott Miller presented his in-depth investment thesis on Interactive Brokers (Nasdaq: IBKR) at Wide-Moat Investing Summit 2016. Interactive Brokers offers an opportunity…
Anthem: High-Quality Large-Cap Business at a Discount
Dan Sheehan presented his in-depth investment thesis on Anthem (NYSE: ANTM) at Wide-Moat Investing Summit 2016.
Preferred Stocks of Bank of New York and PNC
Paul Lountzis presented his in-depth investment thesis on Preferred Stocks of Bank of New York and PNC at Wide-Moat Investing Summit 2016….
Polaris Industries: Great Business, Great People, Great Price
Jeffrey Stacey presented his in-depth investment thesis on Polaris Industries (NYSE: PII) at Wide-Moat Investing Summit 2016. Polaris Industries is a manufacturer…
S&P Global: Undervalued for Exceptionally Strong Business
Sahm Adrangi presented his in-depth investment thesis on S&P Global (NYSE: SPGI) at Wide-Moat Investing Summit 2016. S&P Global owns a portfolio…
QHR Technologies: Leading Electronic Medical Records (EMR) Provider
Dave Barr presented his in-depth investment thesis on QHR Technologies (TSXV: QHR) at Wide-Moat Investing Summit 2016. QHR Technologies is a leading…
Discovery: Number One Pay-TV Programmer In The World
Chris Swasbrook presented his in-depth investment thesis on Discovery (Nasdaq: DISCA) at Wide-Moat Investing Summit 2016.
ONEX: One of Oldest and Most Successful PE Firms
Felix Narhi presented his in-depth investment thesis on ONEX (TSX: OCX) at Wide-Moat Investing Summit 2016. ONEX, founded in 1984, is one…
Tribune Media: One of The largest U.S. TV Station Operators
Robert Deaton presented his in-depth investment thesis on Tribune Media (Nasdaq: TRCO) at Wide-Moat Investing Summit 2016. Tribune Media is a diversified…
Wide Moats and Castles, Tornadoes and Trailer Parks
Peter Lupoff presented his in-depth investment thesis on Wide Moats and Castles, Tornadoes and Trailer Parks at Wide-Moat Investing Summit 2016.
Avon Products: World’s Leader In Direct Selling Beauty Products
Arvind Mallik and Jonathon Fite presented their in-depth investment thesis on Avon Products (NYSE: AVP) at Wide-Moat Investing Summit 2016.
Sotheby’s: Art as An Investment
John Heldman and Dave Hutchison presented their in-depth investment thesis on Sotheby’s (NYSE: BID) at Wide-Moat Investing Summit 2016.
Arca Continental: Coke Bottling in Latin America
Dowe Bynum and Richard Cook presented their in-depth investment thesis on Arca Continental (Mexico: AC) at Wide-Moat Investing Summit 2016.