Wide-Moat Investing Summit 2019 is an online investment conference that brought together great minds from the MOI Global network of intelligent investors, with a focus on timely and actionable wide-moat ideas. Highlights.
- All
- Africa
- Asia
- Audio
- Commentary
- Consumer Discretionary
- Consumer Staples
- Deep Value
- Energy
- Equities
- Europe
- Featured
- Financials
- Health Care
- Ideas
- Information Technology
- Jockey Stocks
- Large Cap
- Mid Cap
- North America
- Small Cap
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- Special Situations
- Transcripts
- Wide Moat
- Wide-Moat Investing Summit 2019
- Wide-Moat Investing Summit 2019 Featured
Nietzsche’s Wheel and Draper’s Carousel
Scott Reardon applies lessons from philosophy to investing. Growth has outperformed recently but value is the likely winner over the long term. Some things just don’t change.
Pigeon, Netease, Moutai: Three Wide-Moat Companies in Asia
Sid Choraria, an Asian Equities Portfolio Manager, presented his investment theses on three wide-moat ideas in Asia at Wide-Moat Investing Summit 2019.
Grubhub: Real-Time Case Study of the Post-Hype Sleeper Setup
Elliot Turner of RGA Investment Advisors presented an in-depth investment thesis at Wide-Moat Investing Summit 2019.
Zillow: Founder-Led Online Leader Pursuing Large TAM Opportunity
Felix Narhi of PenderFund Capital Management presented his in-depth investment thesis on Zillow at Wide-Moat Investing Summit 2019.
Adecoagro: Low-Cost Agri Company with Synergistic Ecosystem
Chris Karlin of Aquitania Capital Management presented an in-depth investment thesis at Wide-Moat Investing Summit 2019.
Humansoft: Kuwait-Based Education Leader and Steady Grower
Akhilesh Baveja of Arqaam Capital presented his in-depth thesis on Humansoft (Kuwait: HUMN) at Wide-Moat Investing Summit 2019.
Credit Suisse, Intesa: European Banks at Attractive Valuations
Francesco Castelli of Banor Capital presented his theses on Credit Suisse (Switzerland: CSGN) and Intesa (Italy: ISP) at Wide-Moat Investing Summit 2019.
Kakaku.com: Well-Managed Website Operator in Japan
Rob Forker of Polen Capital Management presented his in-depth thesis on Kakaku.com (Japan: 2371) at Wide-Moat Investing Summit 2019.
Take-Two: Moaty Video Game Publisher with Excellent Management
Hunter Hayes of Intrepid Capital Management presented his in-depth thesis on Take-Two Interactive Software (US: TTWO) at Wide-Moat Investing Summit 2019.
Tinkoff Bank: Online Banking Leader Based in Russia
Scott Reardon of Dakon Capital presented his in-depth thesis on Tinkoff Bank (UK: TCS) at Wide-Moat Investing Summit 2019.
KKR: Lowly Valued Buyout Pioneer with Rock-Solid Balance Sheet
Yaron Naymark of 1 Main Capital presented his in-depth investment thesis on KKR (US: KKR) at Wide-Moat Investing Summit 2019.
Technogym: Owner-Operated, Growing Gym Equipment Maker
Luis García Alvarez of MAPFRE AM presented an in-depth investment thesis at Wide-Moat Investing Summit 2019.
Facebook: Increasing Role of Commerce Across All Platforms
Niraj Gupta of GCI Partners presented his in-depth investment thesis on Facebook (US: FB) at Wide-Moat Investing Summit 2019.
SS&C: Market Underestimates Growth and Operating Leverage
Rodrigo Lopez Buenrostro of KUE Capital presented an in-depth investment thesis at Wide-Moat Investing Summit 2019.
Keynote Q&A Session with Tom Russo on Wide-Moat Investing
Superinvestor Tom Russo answered member questions in a keynote Q&A session at Wide-Moat Investing Summit 2019.
Discovery: Organic Sales Growing Despite Secular Pressures
Gary Mishuris of Silver Ring Value Partners presented an in-depth investment thesis at Wide-Moat Investing Summit 2019.
Texas Pacific Land Trust: Largest Land Owner in Permian Basin
Todd Sullivan of Rand Strategic Partners presented his in-depth investment thesis on Texas Pacific Land Trust at Wide-Moat Investing Summit 2019.
Airport Corporation of Vietnam: Near-Monopoly Operator of Airports
Clement Loh of Lion Rock Partners presented his in-depth thesis on Airport Corporation of Vietnam (Vietnam: ACV) at Wide-Moat Investing Summit 2019.
European Banks are Too Cheap to Ignore
Francesco Castelli describes why he has turned optimistic on the European bank sector and brings some compelling answers to why valuations in the sector are depressed.
Utah Medical Products: Niche Device Maker with Disciplinary Moat
Jonathan Isaac of Quilt Investment Management presented his in-depth thesis on Utah Medical Products (US: UTMD) at Wide-Moat Investing Summit 2019.
PSG Group: Family-Operated Investment Holding Firm at Discount
Rudi van Niekerk of Desert Lion Capital presented his in-depth thesis on PSG Group (South Africa: PSG) at Wide-Moat Investing Summit 2019.
Zscaler: Cybersecurity Company with Strong Business Economics
Peter Mantas of Logos LP presented his in-depth thesis on Zscaler (US: ZS) at Wide-Moat Investing Summit 2019.
Teva Pharma: Generics Leader Turning Around Under New CEO
Arvind Mallik and Jonathon Fite of KMF Investments presented their in-depth thesis on Teva Pharma (US: TEVA) at Wide-Moat Investing Summit 2019.
Disciplinary Moats and Super Moats: Insights Into Contemporary Formations of Structural Advantage
Jonathan Isaac presents a different way to describe companies prospering from a strong brand. He calls it disciplinary moats.
Wide-Moat Investing Summit Preview: Technogym — (Body-)Building a Moat
What makes Technogym a wide moat company and one of the top holdings in our portfolio is its solution selling approach.
Take-Two Interactive Software: Premium IP, Discount Valuation
Hunter Hayes presents his long thesis on Take-Two Interactive Software. He argues that the company enjoys a high barrier to entry.
Intelligent Investing: Wide-Moat Investing in Asian Equities
The key is to be disciplined on the purchase price and not look to Mr. Market as a predictor of value but as a moody friend to take advantage of short-term irrationality.
The Market Environment, and Tilting the Odds in Our Favor
Investors — or anyone wishing to grapple successfully with the future — need to form probability distributions with regards to future outcomes.
On GARRP: Risk- and Quality-Adjusted Growth at a Reasonable Price
MOI Global instructor Akhilesh Bajeva shares his views on investing using a GARRP approach (growth at a reasonable risk-adjusted price).