European Investing Summit 2019, LIVE online on October 3-5, brought together great minds from the MOI Global community of intelligent investors, with a focus on actionable ideas in Europe. Members enjoy exclusive access.
Idea highlights, by year: 2019, 2018, 2017, 2016, 2015, 2014, 2013
All sessions, by year: 2019, 2018, 2017, 2016, 2015, 2014, 2013
Paul Owsianowski of Active Ownership Capital presented his in-depth investment thesis on Agfa-Gevaert (Belgium: AGFB) at European Investing Summit 2019.
Daniel Gladiš of Vltava Fund presented his in-depth investment thesis on Babcock International (UK: BAB) at European Investing Summit 2019.
Henrik Andersson of Didner & Gerge presented his in-depth investment thesis on Prudential plc (UK: PRU) at European Investing Summit 2019.
Louis d’Arvieu of Amiral Gestion presented his in-depth thesis on Groupe Guillin (France: ALGIL) at European Investing Summit 2019.
Juan Huerta de Soto Huarte of Cobas Asset Management presented his thesis on Técnicas Reunidas (Spain: TRE) at European Investing Summit 2019.
Stuart Mitchell of S. W. Mitchell Capital presented his in-depth thesis on Intesa Sanpaolo (Italy: ISP) at European Investing Summit 2019.
Guillermo Nieto of Salmon Mundi Capital presented his in-depth investment thesis on Sberbank (UK: SBER) at European Investing Summit 2019.
Marc Siebel of Peacock Capital presented his in-depth investment thesis on Bigben Interactive (France: BEN) at European Investing Summit 2019.
Jean-Pascal Rolandez of The L.T. Funds presented his in-depth investment thesis on Saab (Sweden: SAAB-B) at European Investing Summit 2019.
Santiago Domingo Cebrian of Solventis Asset Management presented his thesis on Corticeira Amorim (Portugal: COR) at European Investing Summit 2019.
Gokul Ponnuraj of Bavaria Industries Group presented his in-depth thesis on Grupo Catalana Occidente (Spain: GCO) at European Investing Summit 2019.
Alejandro Estebaranz of True Value presented his in-depth theses on Devoteam (France: DVT) and Groupe Guillin (France: ALGIL) at European Investing Summit 2019.
Massimo Fuggetta of Bayes Investments presented his in-depth investment thesis on Expert System (Italy: EXSY) at European Investing Summit 2019.
Simon Caufield of SIM Limited presented his investment thesis on “six impossible bargains before Brexit” at European Investing Summit 2019.
Christopher Rossbach of J. Stern & Co. presented his in-depth investment thesis on Henkel (Germany: HEN3) at European Investing Summit 2019.
