Discover great
Wide-Moat Investing Summit 2022 is the 10th edition of this online investment conference, hosted by MOI Global.
Countryside Partnerships: Catalyst-Rich, High-Quality Compounder
Ryan O’Connor of Crossroads Capital presented his thesis on Countryside Partnerships (UK: CSP) at Wide-Moat Investing Summit 2022.
Spotify: High-ROI Grower With Scale, Brand, and Network Effects
Arvind Mallik and Jonathon Fite of KMF Investments presented Spotify (US: SPOT) at Wide-Moat Investing Summit 2022.
Rentokil Initial: Terminix Acquisition Creates Well-Positioned Leader
Bertie Thomson of Brown Advisory presented his investment thesis on Rentokil Initial (UK: RTO) at Wide-Moat Investing Summit 2022.
Azenta: Emerging Life Sciences Platform, Boosted by Semi Unit Sale
Daniel Prather of Brasada Capital Management presented his thesis on Azenta (US: AZTA) at Wide-Moat Investing Summit 2022.
Archaea Energy: Clear Leader in Landfill Renewable Natural Gas
Chris Crawford of Crawford Fund Management presented his thesis on Archaea Energy (US: LFG) at Wide-Moat Investing Summit 2022.
Align: Competitively Advantaged Next-Generation Orthodontics Leader
Txomin Zaratiegui of Arlas Capital presented his thesis on Align Technology (US: ALGN) at Wide-Moat Investing Summit 2022.
LGI Homes: Owner-Operated, Process-Driven, Top 10 Homebuilder
Samir Patel of Askeladden Capital presented his investment thesis on LGI Homes (US: LGIH) at Wide-Moat Investing Summit 2022.
Ross Stores, TJX: Recession-Resistant, Well-Positioned Off-Price Retailers
Rodrigo Lopez Buenrostro of KUE Capital presented Ross Stores (US: ROST) and TJX (US: TJX) at Wide-Moat Investing Summit 2022.
Clearpoint Neuro: Tightly Owned, Cash-Rich, High-Margin Platform
Peter Mantas of Logos LP presented his investment thesis on Clearpoint Neuro (US: CLPT) at Wide-Moat Investing Summit 2022.
Celestica: Strong FCF, With Increasing Focus on Higher-Value Services
Jim and Abigail Zimmerman of Lowell Capital Management presented Celestica (US: CLS) at Wide-Moat Investing Summit 2022.
Universal Music Group: Scale Affords Negotiating Leverage
Lauren Templeton of Templeton & Phillips presented Universal Music Group (Netherlands: UMG) at Wide-Moat Investing Summit 2022.
Container Store: Emerging Moat Due to Focus on Custom Closets
Eric DeLamarter of Half Moon Capital presented his thesis on Container Store Holdings (US: TCS) at Wide-Moat Investing Summit 2022.
Copart and IAA: Salvage Auction Leaders With Attractive Economics
Stefan Culibrk of Highway One presented his theses on Copart (US: CPRT) and IAA (US: IAA) at Wide-Moat Investing Summit 2022.
Intuit: Recurring Revenue Franchises, Strong Retention and Monetization
Dave Sather of Sather Financial Group presented his investment thesis on Intuit (US: INTU) at Wide-Moat Investing Summit 2022.
Cellebrite: Subscription-Based Business With Secular Tailwinds
Scott Miller of Greenhaven Road Capital presented his thesis on Cellebrite (US: CLBT) at Wide-Moat Investing Summit 2022.
FlatexDegiro: Competitively Advantaged Low-Cost Online Broker
John Woodman of Southeastern Asset Management presented FlatexDegiro (Germany: FTK) at Wide-Moat Investing Summit 2022.
Trulieve Cannabis: Well-Managed, Dominant Multi-State Operator
Hunter Hayes of Intrepid Capital Management presented Trulieve Cannabis (Canada: TRUL) at Wide-Moat Investing Summit 2022.
Sarana Menara Nusantara: Growing Tower Business With Strong ROI
Patricia Perez-Coutts of Pender presented Sarana Menara Nusantara (Indonesia: TOWR) at Wide-Moat Investing Summit 2022.