Wide-Moat Investing Summit 2018 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. Highlights.

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Highlights from Wide-Moat Investing Summit 2018

The following idea snapshots have been provided by the respective instructors or compiled by MOI Global using information provided by the instructors.

Harley Davidson: 10+% FCF Yield Being Paid Out in Dividends and Buybacks

Steve Gorelik of Firebird Management presented his in-depth investment thesis on Harley Davidson (NYSE: HOG) at Wide-Moat Investing Summit 2018.

Cerner: Healthcare IT Leader to Grow in High Single-Digits in Coming Decade

Luis Sanchez of Overlook Rock Asset Management presented his in-depth investment thesis on Cerner (Nasdaq: CERN) at Wide-Moat Investing Summit 2018.

Cargojet: Air Cargo Leader Nearing End of Capex Cycle, FCF to Accelerate

Reno Giancola and Jeff Hales of Alignvest Capital Management presented their in-depth investment thesis on Cargojet (Toronto: CJT) at Wide-Moat Investing Summit 2018.

Canadian Agriculture Equipment Dealers Benefit from Consolidation

David Fleer of Bristlecone Value Partners presented his in-depth investment thesis on Rocky Mountain Dealerships (TSX: RME) and Cervus Equipment (TSX: CERV) at Wide-Moat Investing Summit 2018.

China Mobile: World’s Largest Telecom Provider, with 1+ Billion Users

A.J. Noronha of Desai Capital presented his in-depth investment thesis on China Mobile (NYSE: CHL) at Wide-Moat Investing Summit 2018.

Soda Sanayii: World’s Tenth-Largest Soda Ash Producer, Based in Turkey

Mesut Ellialtioglu of Talas Turkey Value Fund presented his in-depth investment thesis on Soda Sanayii (Istanbul: SODA) at Wide-Moat Investing Summit 2018….

Spirit MTA REIT: Classic So-Called Bad Bank, Spun from Spirit Realty

Chris McIntyre of McIntyre Partnerships presented his in-depth investment thesis on Spirit MTA REIT (NYSE: SMTA) at Wide-Moat Investing Summit 2018.

Central European Media Enterprises: Turnaround Progressing, with Catalysts Ahead

Amit Chokshi of Cross Island Advisors presented his in-depth investment thesis on Central European Media Enterprises (Nasdaq: CETV) at Wide-Moat Investing Summit 2018.

Monster Beverage: Energy Drinks Leader, Potential Coca-Cola Target

Joe Magyer of Lakehouse Capital presented his in-depth investment thesis on Monster Beverage (Nasdaq: MNST) at Wide-Moat Investing Summit 2018.