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Wide-Moat Investing Summit 2020 is the 8th edition of this fully online investment conference, hosted by MOI Global.
Highlights from Wide-Moat Investing Summit 2020
We are delighted to bring you investment idea highlights from Wide-Moat Investing Summit 2020, held LIVE online on July 2-3.
Stitch Fix: Owner-Operated Online Retailer with Solid Unit Economics
Felix Narhi of PenderFund Capital Management presented his thesis on Stitch Fix (US: SFIX) at Wide-Moat Investing Summit 2020.
Masimo: Improving Patient Outcomes While Reducing System-Wide Costs
Todd Wenning of Ensemble Capital Management presented his thesis on Masimo (US: MASI) at Wide-Moat Investing Summit 2020.
Twitter: Unique Internet Asset, With Improving Monetization
Elliot Turner of RGA Investment Advisors presented his thesis on Twitter (Nasdaq: TWTR) at Wide-Moat Investing Summit 2020.
Take-Two Interactive: Premium IP, High ROIC, and Growing FCF
Hunter Hayes of Intrepid Capital Management presented Take-Two Interactive (US: TTWO) at Wide-Moat Investing Summit 2020.
Orchid Island: Agency mREIT with Temporary Moat Due to Fed Action
Ryan O’Connor of Crossroads Capital Partners presented Orchid Island Capital (NYSE: ORC) at Wide-Moat Investing Summit 2020.
Liberty Sirius XM: Exposure to Satellite Radio Leader at Discount
Robert Deaton of Fat Pitch Capital presented his thesis on Liberty Sirius XM (US: LSXMK) at Wide-Moat Investing Summit 2020.
Interactive Brokers: Automated, Low-Cost, High-Margin Business
Stefan Ćulibrk of Highway One Asset Management presented Interactive Brokers (IBKR) at Wide-Moat Investing Summit 2020.
FANUC: True Economics Masked by Capacity and R&D Investments
Ben Beneche of Pictet Asset Management presented his thesis on FANUC (Japan: 6954) at Wide-Moat Investing Summit 2020.
Clean Energy: Well-Capitalized Nat Gas Fueling Stations Leader
Alex Gates of Clayton Partners presented his thesis on Clean Energy Fuels (US: CLNE) at Wide-Moat Investing Summit 2020.
OTIS: Recently Spun Off Elevator Leader with High ROIC
Rodrigo Lopez Buenrostro of KUE Capital presented his thesis on OTIS (US: OTIS) at Wide-Moat Investing Summit 2020.
Transcontinental: Underappreciated Resiliency and FCF Generation
Jim Zimmerman of Lowell Capital Management presented Transcontinental (Canada: TCL-A) at Wide-Moat Investing Summit 2020.
Unilever: Consistent, Predictable, Growing Business at Fair Price
Dave Sather of Sather Financial Group presented his thesis on Unilever (US: UL, UN) at Wide-Moat Investing Summit 2020.
Covetrus: Spinoff With Fast-Growing, Underappreciated SaaS Business
Gary Mishuris of Silver Ring Value Partners presented his thesis on Covetrus (US: CVET) at Wide-Moat Investing Summit 2020.
Rimini: Well-Suited to Gain Share in Application Management Services
Charles Hoeveler of Norwood Capital Partners presented Rimini Street (Nasdaq: RMNI) at Wide-Moat Investing Summit 2020.
ViacomCBS: Streaming Success Could Change Negative Perception
Arvind Mallik of KMF Investments presented his thesis on ViacomCBS (Nasdaq: VIAC) at Wide-Moat Investing Summit 2020.
Exponent: Leveraging Historic Relationships to Drive Organic Growth
Jonathan Isaac of Quilt Investment Management presented Exponent (US: EXPO) at Wide-Moat Investing Summit 2020.
Herman-Miller: US Office Furniture Leader at Discount to Fair Value
Danilo Santiago of Rational Investment Methodology presented Herman-Miller (US: MLHR) at Wide-Moat Investing Summit 2020.