Discover great
Wide-Moat Investing Summit 2021 is the 9th edition of this fully online investment conference, hosted by MOI Global.
Lockheed Martin: Large Portfolio of Classified IP, Multiple Moats
Dave Sather of Sather Financial Group presented his investment thesis on Lockheed Martin (US: LMT) at Wide-Moat Investing Summit 2021.
Next plc: Simple, Well-Managed, Well-Positioned, Growing Business
Mark Walker of Tollymore Investment Partners presented his investment thesis on Next plc (UK: NXT) at Wide-Moat Investing Summit 2021.
Countryside Properties: High-Quality Partnerships Business a Hidden Gem
Ryan O’Connor of Crossroads Capital Partners presented Countrywide Properties (UK: CSP) at Wide-Moat Investing Summit 2021.
FRP: Wide-Moat Assets to Drive Property Appreciation Over Time
Bill Chen of Rhizome Partners presented his investment thesis on FRP Holdings (US: FRPH) at Wide-Moat Investing Summit 2021.
Entegris: Benefiting From Increased Complexity in Semiconductors
Daniel Prather of Brasada Capital Management presented his investment thesis on Entegris (US: ENTG) at Wide-Moat Investing Summit 2021.
Woodward: Dominant, Sole-Source Provider at FCF Inflection Point
Bertie Thomson of Brown Advisory presented his investment thesis on Woodward (US: WWD) at Wide-Moat Investing Summit 2021.
Grifols: Leader in Highly Regulated, Oligopolistic Blood Plasma Industry
Rodrigo Lopez Buenrostro of KUE Capital presented his thesis on Grifols S.A. (Spain: GRF) at Wide-Moat Investing Summit 2021.
Ferguson: Industrial Distributor With High-ROIC Reinvestment Runway
Charles Hoeveler of Norwood Capital Partners presented his thesis on Ferguson plc (UK: FERG) at Wide-Moat Investing Summit 2021.
Sonatel: Double Play on Connectivity and Financial Services in West Africa
Fred Steiner and Evans Mugi of BCCM Advisors presented their thesis on Sonatel (BRVM: SNTS) at Wide-Moat Investing Summit 2021.
Trulieve Cannabis: Strong Team, Barriers to Entry, Growth Profile
Hunter Hayes of Intrepid Capital Management presented Trulieve Cannabis (Canada: TRUL) at Wide-Moat Investing Summit 2021.
Clarus: Owner-Operator Creating Value Through Capital Allocation
Dan Roller of Maran Capital Management updated his thesis on Clarus Corporation (US: CLAR) at Wide-Moat Investing Summit 2021.
Tile Shop: Up-Listed to Nasdaq, With Multiple Impending Catalysts
Eric Delamarter of Half Moon Capital updated his investment thesis on Tile Shop Holdings (US: TTSH) at Wide-Moat Investing Summit 2021.
ViacomCBS: Balance Sheet Repaired, Capital and Cash Flow Fund Growth
Arvind Mallik and Jonathon Fite of KMF Investments updated their thesis on ViacomCBS (US: VIAC) at Wide-Moat Investing Summit 2021.
Biodesix: Uniquely Differentiated AI Platform, With Catalysts Ahead
Peter Mantas of Logos LP presented his investment thesis on Biodesix (US: BDSX) at Wide-Moat Investing Summit 2021.
Chipotle: Nationally Scaled Fresh-Food Supply Chain, Mission-Infused Brand
Todd Wenning of Ensemble Capital presented his thesis on Chipotle Mexican Grill (US: CMG) at Wide-Moat Investing Summit 2021.
Peloton: Interactive Fitness Platform, Vertically Integrated Media Company
Stefan Culibrk of Highway One Asset Management presented his thesis on Peloton (US: PTON) at Wide-Moat Investing Summit 2021.
Disney: Going Digital — Where Imagination and Experience Converge
Jonathan Isaac of Quilt Investment Management presented his thesis on Walt Disney (US: DIS) at Wide-Moat Investing Summit 2021.
Micron: Leader in Growing Industry With Supply-Side Discipline
Nitin Sacheti of Papyrus Capital presented his investment thesis on Micron Technology (US: MU) at Wide-Moat Investing Summit 2021.
Eastern Company: Engineered Solutions Provider With Strong FCF
Jim and Abby Zimmerman of Lowell Capital Management presented The Eastern Company (US: EML) at Wide-Moat Investing Summit 2021.
JBG Smith: Attractively Valued REIT, With Multiple Growth Catalysts
Robert Deaton of Fat Pitch Capital presented his thesis on JBG Smith Properties (US: JBGS) at Wide-Moat Investing Summit 2021.
Sprouts: Differentiated Grocer With Attractive Unit Economics
Gary Mishuris of Silver Ring Value Partners presented Sprouts Farmers Market (US: SFM) at Wide-Moat Investing Summit 2021.
Multibagger Returns in International Equities — A Study by Pictet
Ben Beneche of Pictet Asset Management discussed a proprietary study of multibaggers at Wide-Moat Investing Summit 2021.
François Rochon on the Investment Philosophy of Giverny Capital
We had the pleasure of speaking with quality-focused superinvestor François Rochon, president of Giverny Capital, based in Montreal.
Chuck Akre on the Evolution of His Investment Philosophy
We had the pleasure of speaking with super-investor Chuck Akre about his quality-focused, long term-oriented investment approach.