The fully online Wide-Moat Investing Summit 2017 brought together great minds from the MOI Global community of intelligent investors, with a focus on timely and actionable wide-moat ideas. Highlights.

On Moats and Artificial Intelligence

With regard to the history of wealth creation, Walmart and Starbucks, for example, compounded shareholder value at high rates before you could put a finger on how wide their moat was. It was in the process of becoming wider. Such companies have emerging moats.

A Checklist-Based Investment Process: PepsiCo Case Study

Abdulaziz Alnaim discussed his checklist-based investment process based on a case study of PepsiCo (NYSE: PEP) at Wide-Moat Investing Summit 2017. According…

Mattersight: Recurring Revenue and Valuable Proprietary Dataset

David Barr presented his in-depth investment thesis on Mattersight (Nasdaq: MATR) at Wide-Moat Investing Summit 2017. Mattersight provides SaaS-based behavioral analytics solutions…

Baidu: Wide-Moat Search Business with Artificial Intelligence Optionality

Felix Narhi presented his in-depth investment thesis on Baidu (Nasdaq: BIDU) at Wide-Moat Investing Summit 2017. Baidu is the leading Chinese language…

Common Sense and the Most Important Moat

John Huber gave a glimpse of his investment philosophy and shared his thesis on Tencent at Wide-Moat Investing Summit 2017. John spoke…

Versum Materials: Leadership Position in Semiconductor Materials

Chris Karlin presented his in-depth investment thesis on Versum Materials (NYSE: VSM) at Wide-Moat Investing Summit 2017. Versum provides innovative solutions to…

Sinclair: Tribune Acquisition to Create Largest U.S. Broadcast Group

Robert Deaton presented his in-depth investment thesis on Sinclair Broadcast Group (Nasdaq: SBGI) at Wide-Moat Investing Summit 2017. Sinclair is acquiring Tribune…

SS&C Technologies: Mission-Critical Services with Recurring Revenue

John Heldman and David Hutchison presented their in-depth investment thesis on SS&C Technologies (Nasdaq: SSNC) at Wide-Moat Investing Summit 2017. SS&C is…

Siem Industries, Ocean Yield, Wilh. Wilhelmsen: Opportunistic Logistics Providers with Recurring Revenue

Keith Smith presented his in-depth investment theses on Siem Industries (OTC: SEMUF), Ocean Yield (OSE: OCYO), Wilh. Wilhelmsen (OSE: WWIB) at Wide-Moat…

CommerceHub: Uniquely Levered to E-Commerce Growth

Artem Fokin presented his in-depth investment thesis on CommerceHub (Nasdaq: CHUBK) at Wide-Moat Investing Summit 2017.

Lucara Diamond: Miner Focused on Exceptionally Large Diamonds

William Thomson presented his in-depth investment thesis on Lucara Diamond (TSE: LUC, OTC: LUCRF) at Wide-Moat Investing Summit 2017. Lucara is one…

Tom Russo on Shareholder Value Creation and Global Brands

Tom Russo spoke during a keynote Q&A session at Wide-Moat Investing Summit 2017. He addressed long-term shareholder value creation in global brands,…

The Gym Group: Low-End Disruption in Fitness

Matthias Riechert presented his in-depth investment thesis on The Gym Group (London: GYM) at Wide-Moat Investing Summit 2017. The Gym Group is…

Gilead: Pharma Innovation Leader with Long-Term Patent Protection

Gary Mishuris presented his in-depth investment thesis on Gilead Sciences (Nasdaq: GILD) at Wide-Moat Investing Summit 2017. Gilead is a pharmaceutical company…

Cision: Cloud Business with Durable Competitive Advantage

Ryan O’Connor presented his in-depth investment thesis on Cision / Capitol Acquisition Corp. III (Nasdaq: CLAC) at Wide-Moat Investing Summit 2017. Cision…

Value Investing, Indexing, and Artificial Intelligence

Dan Sheehan spoke about value investing, indexing, and artificial intelligence at Wide-Moat Investing Summit 2017. Dan shared his thoughts on the future…

CommerceHub: Dropship E-Commerce for World’s Retailers

Charles Hoeveler presented his in-depth investment thesis on CommerceHub (Nasdaq: CHUBA) at Wide-Moat Investing Summit 2017. CommerceHub is a cloud-based software application…

PPG Industries: Top Global Player in Coatings and Paint Industry

Stephen Dodson presented his in-depth investment thesis on PPG Industries (NYSE: PPG) at Wide-Moat Investing Summit 2017. PPG Industries is one of…

Lanxess: Transforming into Specialty Chemicals Powerhouse

James Zimmerman presented his in-depth investment thesis on Lanxess (Germany: LXS) at Wide-Moat Investing Summit 2017. Lanxess is a specialty chemicals company…

Bank of New York Mellon: Largest Player in Sticky Custody Business

Dave Sather presented his in-depth investment thesis on Bank of New York Mellon (NYSE: BK) at Wide-Moat Investing Summit 2017. BNY Mellon…

Howard Hughes Corp.: High-Quality Land Developer with Organic Growth

Todd Sullivan presented his in-depth investment thesis on Howard Hughes Corp. (NYSE: HHC) at Wide-Moat Investing Summit 2017. HHC is a land…

Wonderful Sky: Unusually Entrenched, Owner-Operated Hong Kong PR Firm

Omar Musa presented his in-depth investment thesis on Wonderful Sky (Hong Kong: 1260) at Wide-Moat Investing Summit 2017. Wonderful Sky is the…

Dynam Japan: Pachinko Hall Operator with Land Development Upside

Shawn Kravetz presented his in-depth investment thesis on Dynam Japan Holdings (Hong Kong: 6889) at Wide-Moat Investing Summit 2017. Dynam Japan Holdings…

Tencent Holdings: One of the Most Powerful Network Effects via WeChat

John Huber presented his in-depth investment thesis on Tencent Holdings (Hong Kong: 700, OTC: TCEHY) at Wide-Moat Investing Summit 2017. John also…

Finning: Largest Caterpillar Distributor Set for Margin Improvement

Robert Robotti presented his in-depth investment thesis on Finning International (Toronto: FTT) at Wide-Moat Investing Summit 2017. Finning International is the world’s…

PICO Holdings: Water Assets at Sharp Discount to Book and Intrinsic Value

Michael Melby presented his in-depth investment thesis on PICO Holdings (Nasdaq: PICO) at Wide-Moat Investing Summit 2017. PICO owns water rights in…

TripAdvisor: Results Affected By Business Model Augmentation

Mark Walker presented his in-depth investment thesis on TripAdvisor (Nasdaq: TRIP) at Wide-Moat Investing Summit 2017. TripAdvisor shares have fallen by ~60%…

Twitter: Important Strategic Asset with Untapped Earnings Potential

Elliot Turner presented his in-depth investment thesis on Twitter (NYSE: TWTR) at Wide-Moat Investing Summit 2017. Mark Zuckerberg once said that, “[Twitter…

Yatra Online: India’s Second-Largest Online Travel Company via SPAC

Scott Miller presented his in-depth investment thesis on Yatra Online (Nasdaq: YTRA) at Wide-Moat Investing Summit 2017. Yatra Online is a special-purpose…

EVINE Live: Clear Path to Improving Profitability, Capex to Decline

Keith Rosenbloom presented his in-depth investment thesis on EVINE Live (Nasdaq: EVLV) at Wide-Moat Investing Summit 2017. EVINE, formerly known as ValueVision…

AmerisourceBergen: Logistics Moat with Best-in-Class Cash Conversion

Arvind Mallik and Jonathon Fite presented their in-depth investment thesis on AmerisourceBergen (NYSE: ABC) at Wide-Moat Investing Summit 2017. AmerisourceBergen is a…

Ashmore Group: Culturally Strong, Owner-Operated Asset Manager

Henrik Andersson presented his in-depth investment thesis on Ashmore Group (London: ASHM) at Wide-Moat Investing Summit 2017. Ashmore is typical of the…