European Investing Summit

Alcon: Razor-Blade Moat in Eye Care, With Margin Expansion Catalyst

Pieter Hundersmarck of Castra presented his investment thesis on Alcon AG (Switzerland: ALC, NYSE: ALC) at European Investing Summit 2025.

Jacquet Metals: Well-Run Cyclical Leader Trading at Trough Multiple

Jeremie Couix of HC Capital Advisors presented his investment thesis on Jacquet Metals (France: JCQ) at European Investing Summit 2025.

Alten: Disciplined Acquirer With Misperceived Cyclicality on Sale

French investor David Autin presented his investment thesis on Alten (France: ATE) at European Investing Summit 2025.

SFS Group: Self-Help and Cyclical Recovery Driving Margin Upside

Kevin Durkin of Ballina Capital presented his investment thesis on SFS Group (Switzerland: SFSN) at European Investing Summit 2025.

Diageo: Short-Term Noise Obscures Cash-Gushing Quality Business

Alirio Sendrea of Invexcel presented his in-depth investment thesis on Diageo (UK: DGE, US: DEO) at European Investing Summit 2025.

Barratt: Well-Run UK Homebuilder at Discount to Liquidation Value

Simon Caufield of SIM Limited presented his investment thesis on Barratt Redrow plc (UK: BTRW) at European Investing Summit 2025.

Bellway: Well-Capitalized, Quality UK Homebuilder at Cyclical Low

Christian Olesen of Olesen Value Fund presented his investment thesis on Bellway plc (UK: BWY) at European Investing Summit 2025.

Kuehne+Nagel: High-ROIC Logistics Leader Temporarily Disrupted

Adam Crocker of Logbook Investments presented his thesis on Kuehne + Nagel (Switzerland: KNIN) at European Investing Summit 2025.

Domino’s Pizza (UK): Asset-Light, Growing Leader With High FCF Yield

José Antonio Larraz of Equam Capital presented his investment thesis on Domino’s Pizza Group (UK: DOM) at European Investing Summit 2025.

Topicus: The Constellation Software Playbook Hits Europe

James Emanuel of Rock & Turner presented his in-depth investment thesis on Topicus (Canada: TOI) at European Investing Summit 2025.

Volkswagen: Deep Restructuring Unlocks Value at Leading Automaker

Stuart Mitchell of S. W. Mitchell Capital presented his thesis on Volkswagen (Germany: VOW, VOW3) at European Investing Summit 2025.

Derichebourg: Family-Owned Cyclical Opportunity with Secular Growth

Juan Huerta de Soto of Cobas Asset Management presented his thesis on Derichebourg (France: DBG) at European Investing Summit 2025.

Westwing: Shareholder-Friendly Online Retailer With Margin Upside

Brad Hathaway of Far View Capital Management presented his thesis on Westwing Group (Germany: WEW) at European Investing Summit 2025.

Mayr-Melnhof: Undervalued, as Strategic Pivot Signals Inflection Point

Shaun Heelan of Maat Investment Group presented his thesis on Mayr-Melnhof Karton (Austria: MMK) at European Investing Summit 2025.

Marex: Niche Leader in Consolidating Financial Services Market

Daniel Gladiš of Vltava Fund presented his investment thesis on Marex Group (US: MRX) at European Investing Summit 2025.

Novo Nordisk: Priced for Stability, Ignoring the Strong Pipeline

Ole Søeberg of Nordic Investment Partners presented his thesis on Novo Nordisk (Denmark: NOVOB) at European Investing Summit 2025.

Norma: Mispriced Auto Supplier with Major Capital Return Kicker

Nils Herzing of Shareholder Value Beteiligungen AG presented his thesis on Norma Group SE (Germany: NOEJ) at European Investing Summit 2025.

SMCP: Accessible Luxury With Margin Upside and High FCF Yield

Brian Chingono of Verdad presented his investment thesis on European equities and SMCP (France: SMCP) at European Investing Summit 2025.

Unidata: Founder-Led Italian Fiber Company at Key Inflection Point

Alejandro Estebaranz of True Value presented his investment thesis on Unidata (Italy: UD) at European Investing Summit 2025.

Edenred: Durable Growth Obscured by Regulatory Uncertainty

Jean-Pascal Rolandez of The L.T. Funds presented his investment thesis on Edenred (France: EDEN) at European Investing Summit 2025.

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European Investing Summit 2025, held from October 28th thru November 4th, brought together great minds from the MOI Global community of intelligent investors, with a focus on actionable ideas in Europe. Members enjoy exclusive access.