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Wide-Moat Investing Summit 2023 is the 11th edition of this online investment conference, hosted by MOI Global.
KKR: Earning Power Growth Not Accurately Reflected in Recent EV
Andrew Macken of Montaka Global Investments presented his investment thesis on KKR (US: KKR) at Wide-Moat Investing Summit 2023.
CDW: Scale-Advantaged Value-Added Reseller With Growth Runway
Alex Furmanski of Unison Asset Management presented his thesis on CDW Corporation (US: CDW) at Wide-Moat Investing Summit 2023.
Keurig Dr Pepper: Misperceptions About Growth of Coffee Business
Eric DeLamarter and Brandon Carnovale of Half Moon Capital presented Keurig Dr Pepper at Wide-Moat Investing Summit 2023.
Glanbia: Misvalued Power Brands in Structural Growth Industry
John Woodman of Southeastern Asset Management presented his thesis on Glanbia (UK: GLB) at Wide-Moat Investing Summit 2023.
Danone: Refocusing on Core Brands, Reinvestment, and Innovation
Lauren Templeton of Templeton & Phillips Capital Management presented Danone (France: BN) at Wide-Moat Investing Summit 2023.
Alphawave: Founder-Led Tech Leader Overcoming Growing Pains
Daniel Prather of Crossroads Capital presented his thesis on Alphawave IP Group (UK: AWE) at Wide-Moat Investing Summit 2023.
TSMC: Scale-Advantaged Technology and Manufacturing Leader
Aman Budhwar of Pender presented his thesis on Taiwan Semiconductor Manufacturing (US: TSM) at Wide-Moat Investing Summit 2023.
Sprouts: Attractive Grocery Business With Friendly Capital Allocation
Jim and Abigail Zimmerman of Lowell Capital Management presented their thesis on Sprouts (US: SFM) at Wide-Moat Investing Summit 2023.
FRP Holdings: An In-Depth Look at the Firm’s Aggregate Properties
Jonathan Isaac of Quilt Investment Management presented his thesis on FRP Holdings (US: FRPH) at Wide-Moat Investing Summit 2023.
LSEG: Improving Data Monetization Following Refinitiv Acquisition
Bertie Thomson of Brown Advisory presented his thesis on London Stock Exchange Group (UK: LSEG) at Wide-Moat Investing Summit 2023.
NVR: Homebuilder With High-ROIC, Differentiated Operating Model
Todd Wenning of Ensemble Capital presented his investment thesis on NVR, Inc. (US: NVR) at Wide-Moat Investing Summit 2023.
Warner Bros. Discovery: Rapidly Deleveraging, Well-Run Media Giant
Rodrigo Lopez Buenrostro of KUE Capital presented his thesis on Warner Bros. Discovery (US: WBD) at Wide-Moat Investing Summit 2023.
Bandai Namco: Entertainment Company With Strong IP and Culture
Clement Loh of Lion Rock Partners presented his investment thesis on Bandai Namco (Japan: 7832) at Wide-Moat Investing Summit 2023.
Bel Fuse: Successfully Repositioning as Wide-Moat, Niche Business
Samir Patel of Askeladden Capital presented his thesis on Bel Fuse (US: BELFA/BELFB) at Wide-Moat Investing Summit 2023.
O-I Glass: Well-Run, Predictable, Quality Business With Low Cyclicality
Gary Mishuris of Silver Ring Value Partners presented his investment thesis on O-I Glass (US: OI) at Wide-Moat Investing Summit 2023.
Clearpoint Neuro: Tightly Owned, Net Cash, High-Margin Platform
Peter Mantas of Logos LP presented his in-depth investment thesis on Clearpoint Neuro (US: CLPT) at Wide-Moat Investing Summit 2023.
Atkore: High-ROIC Leader in Attractive Electrical Component Niche Markets
Chris Crawford of Crawford Fund Management presented his thesis on Atkore (US: ATKR) at Wide-Moat Investing Summit 2023.
Flex: Successful Transition Toward Higher-Margin, Long-Cycle Businesses
Arvind Mallik and Jonathon Fite of KMF Investments presented their thesis on Flex (US: FLEX) at Wide-Moat Investing Summit 2023.