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Best Ideas Omaha 2022: Bob Robotti on Olin Corporation

May 7, 2022 in Audio, Best Ideas Omaha, Best Ideas Omaha 2022, Diary, Discover Great Ideas Podcast, Equities, Member Podcasts

Bob Robotti of Robotti & Company shared his thesis on Olin Corporation (US: OLN) and the “Revenge of the Old Economy” at Best Ideas Omaha 2022, a member event held during the Berkshire Hathaway annual meeting weekend.

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This talk is also available as an episode of Discover Great Ideas, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the speaker:

Bob Robotti is the Founder, President and CIO of Robotti & Company Advisors, a registered investment advisor based in New York City. Guided by the classic tenets of value investing, Robotti & Company Advisors uses a proprietary research approach to identify companies with solid balance sheets and the ability to generate significant amounts of free cash flow, yet are misunderstood, neglected, or just out-of-favor. Once identified, Robotti’s investment team focuses on deep primary industry and company research to select investment holdings through the lens of a long-term business owner. In this capacity, Bob is currently on the boards of AMREP Corporation (NYSE:AXR), Pulse Seismic Data Inc. (TSX: PSD) for which he also serves as Chairman, and Tidewater, Inc. (NYSE:TDW), and formerly was on the boards of Panhandle Oil & Gas Inc. (NYSE:PHX), and BMC Building Materials Holding Corporation, prior to the completion of its merger with Stock Building Supply Holdings, Inc. Prior to founding Robotti & Company in 1983, he was the CFO of Gabelli & Company. Bob holds a BS from Bucknell University and an MBA from Pace University.

Best Ideas Omaha 2022: Chris Bloomstran on HF Sinclair

May 7, 2022 in Audio, Best Ideas Omaha, Best Ideas Omaha 2022, Diary, Discover Great Ideas Podcast, Equities, Member Podcasts

Chris Bloomstran of Semper Augustus Investments Group shared his investment thesis on HF Sinclair Corporation (US: DINO) at Best Ideas Omaha 2022, a member event held during the Berkshire Hathaway annual meeting weekend.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

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Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

This talk is also available as an episode of Discover Great Ideas, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the speaker:

Christopher P. Bloomstran, CFA , is the President and Chief Investment Officer of Semper Augustus Investments Group LLC. Chris has more than 25 years of investment experience with a value-driven approach to fundamental equity and industry research. At Semper Augustus, Chris directs all aspects of the firm’s research and portfolio management effort. Prior to forming Semper Augustus in 1998 – in the midst of the stock market and technology bubble – Chris was a Vice President and Portfolio Manager at UMB Investment Advisors. While at UMB Investment Advisors, Chris managed the Trust Investment offices in St. Louis and Denver. Among his investment duties at the firm, he managed the Scout Balanced Fund from the fund’s inception in 1995 until 1998, when he left to start Semper Augustus. Chris received his Bachelor of Science in Business Administration with an emphasis in Finance from the University of Colorado at Boulder, where he also played football. He earned his Chartered Financial Analyst (CFA) designation in 1994. Chris is a member of the CFA Society of St. Louis and of the CFA Institute. He has served on the Board of Directors of the CFA Society of St. Louis since 2002, where he was elected to sequential terms as Vice President from 2005 to 2006, President from 2006 to 2007 and Immediate Past President from 2007 to 2009. Chris has judged the Global Finals and the Americas Finals several times for CFA Institute’s University Global Investment Challenge. Chris served for a number of years as a member of the Bretton Woods Committee in Washington DC, an institution championing and raising awareness of the International Monetary Fund, the World Bank and the World Trade Organization. He has also served on various not-for profit boards in St. Louis. His resides in St. Louis with his wife and two children.

Best Ideas Omaha 2022: Brad Hathaway on DSGR (formerly LAWS)

May 6, 2022 in Audio, Best Ideas Omaha, Best Ideas Omaha 2022, Diary, Discover Great Ideas Podcast, Equities, Member Podcasts

Brad Hathaway of Far View Capital Management shared his investment thesis on Distribution Solutions Group (US: DSGR) (formerly Lawson Products, LAWS) at Best Ideas Omaha 2022, a member event held during the Berkshire Hathaway annual meeting weekend.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

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Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

This talk is also available as an episode of Discover Great Ideas, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the speaker:

Brad Hathaway is the Managing Partner of Far View Capital Management, an investment firm based in Aspen, Colorado. Before founding Far View Capital Management in 2011, Mr. Hathaway worked for four years at J. Goldman & Company, a New York City-based hedge fund. At J. Goldman, Mr. Hathaway worked as an analyst and a portfolio manager on the firm’s value team. His role there included sourcing and analyzing investment opportunities and managing a portfolio of global securities from multiple asset classes with a focus on US publicly-traded equities. Prior to J. Goldman, Mr. Hathaway worked for three years as an analyst at Tocqueville Asset Management where he discovered and researched global long and short equity investments for the International Value mutual fund and the Global Partners hedge fund. Mr. Hathaway graduated with a B.A. in Political Science from Yale University.

Best Ideas Omaha 2022: Keith Smith on The E. W. Scripps Company

May 6, 2022 in Audio, Best Ideas Omaha, Best Ideas Omaha 2022, Diary, Discover Great Ideas Podcast, Equities, Member Podcasts

Keith Smith of Bonhoeffer Fund shared his thesis on fragmented markets in transition and The E. W. Scripps Company (US: SSP) at Best Ideas Omaha 2022, a member event held during the Berkshire Hathaway annual meeting weekend.

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Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

This talk is also available as an episode of Discover Great Ideas, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the speaker:

Keith Smith, the fund manager, brings over 20 years of valuation experience to the Bonhoeffer Fund. He is a CFA charterholder and received his MBA from UCLA. Keith currently serves as a Portfolio Manager at Bonhoeffer Capital and was previously a Managing Director of a valuation firm and his expertise includes corporate transactions, distressed loans, derivatives, and intangible assets. Warren Buffett and Benjamin Graham’s value-oriented approach of pursuing the “fifty-cents on the dollar” opportunities, underpins Keith’s investment strategy. The combination of his experience and track record led Keith to commit most of his investable net worth to the Bonhoeffer Fund model.

Best Ideas Omaha 2022: Patrick Brennan on Permanent TSB Group

May 6, 2022 in Audio, Best Ideas Omaha, Best Ideas Omaha 2022, Diary, Discover Great Ideas Podcast, Equities, Member Podcasts

Patrick Brennan of Brennan Asset Management shared his investment thesis on Permanent TSB Group (Ireland: IL0A) at Best Ideas Omaha 2022, a member event held during the Berkshire Hathaway annual meeting weekend.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

This talk is also available as an episode of Discover Great Ideas, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the speaker:

Patrick Brennan is the founder and portfolio manager of Brennan Asset Management, LLC (BAM), a Registered Investment Advisory firm based in Napa, CA, which utilizes a concentrated value investing strategy. BAM manages separate accounts and is the sub-adviser for the Oceancross Capital Partners Fund. Patrick has given presentations at multiple value investing conferences, including presentations to The New York Society of Security Analysts (NYSSA), The Nebraska Society of Securities Analysts and presentations on various names at the VALUEx Vail Conferences. Patrick coauthored an article on tracking stocks with Lawrence Cunningham for The Financial History Magazine and Patrick was featured in a write-up of Liberty LILAK in The Private Investment Brief. Prior to founding Brennan Asset Management, Patrick managed portfolios and led research efforts at two value investing firms in California: Hutchinson Capital Management and RBO & Co. Previously, Patrick worked at Mark Boyar & Company, where he led the firm’s research team and helped manage $800 million of assets across individual portfolios, institutional accounts and a mutual fund. Patrick also worked for six years in investment banking and equity research with Deutsche Bank, CIBC World Markets and William Blair & Company. Patrick graduated summa cum laude from the University of Notre Dame with a degree in economics and was inducted into Phi Beta Kappa. Patrick received the Chartered Financial Analyst (CFA) designation in 2002 and is a member of the CFA Institute (formerly AIMR). Patrick is originally from Omaha, Nebraska.

Best Ideas Omaha 2022: Edward Chang on The Joint Corp.

May 6, 2022 in Audio, Best Ideas Omaha, Best Ideas Omaha 2022, Diary, Discover Great Ideas Podcast, Equities, Member Podcasts

Edward Chang of Pledge Capital shared his investment thesis on The Joint Corp. (US: JYNT) at Best Ideas Omaha 2022, a member event held during the Berkshire Hathaway annual meeting weekend.

For background, revisit Edward’s session on The Joint Corp. at Best Ideas 2019.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

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Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

This talk is also available as an episode of Discover Great Ideas, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the speaker:

Edward Chang is the founder and Portfolio Manager at Pledge Capital. He is a graduate of New York University Leonard N. Stern School of Business. Before founding Pledge Capital in 2016, he worked on the sell side at UBS Equity Research covering consumer retail companies. Pledge Capital is an investment firm headquartered in New York. The firm has a flexible mandate but focuses on small and mid-cap companies. The firm seeks to identify and make concentrated investments in a select group of quality businesses believed to be at growth inflection points.

Best Ideas Omaha 2022: Steve Gorelik on Realogy Holdings

May 6, 2022 in Audio, Best Ideas Omaha, Best Ideas Omaha 2022, Diary, Discover Great Ideas Podcast, Equities, Member Podcasts

Steven Gorelik of Firebird Management shared his investment thesis on Realogy Holdings (US: RLGY) at Best Ideas Omaha 2022, a member event held during the Berkshire Hathaway annual meeting weekend.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

This talk is also available as an episode of Discover Great Ideas, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the speaker:

In addition to being Head of Research at Firebird Management, Steve Gorelik is the Lead Fund Manager of Firebird U.S. Value Fund as well as portfolio manager of Firebird’s Eastern Europe and Russia Funds. He joined Firebird in 2005 from Columbia University Graduate School of Business while completing education from a highly selective Value Investing Program. Prior to business school, Steve was an operational strategy consultant at Deloitte working with companies in various industries including banking, healthcare, and retail. He holds a BS degree from Carnegie Mellon University as well as a CFA (chartered financial analyst) charter and a membership in Beta Gamma Sigma honor society. Steve serves on the boards of Georgia Beverage Holdings (Georgia), Arco Vara (Estonia), and Pharmsynthez (Russia). He speaks Russian, English and his native Belarussian.

Best Ideas Omaha 2022: Shree Viswanathan on Dino Polska

May 6, 2022 in Audio, Best Ideas Omaha, Best Ideas Omaha 2022, Diary, Discover Great Ideas Podcast, Equities, Member Podcasts

Shreekkanth Viswanathan of SVN Capital shared his investment thesis on Dino Polska (Poland: DNP) at Best Ideas Omaha 2022, a member event held during the Berkshire Hathaway annual meeting weekend.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

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Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

This talk is also available as an episode of Discover Great Ideas, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the speaker:

Shreekkanth (“Shree”) Viswanathan is the founder and sole employee of SVN Capital. After growing up in Chennai (then called Madras), in South India, he came to the US to pursue graduate studies in 1989.

After graduating from The University of Chicago with an MBA, Shree was an investment banker at Alex. Brown (which was acquired by Bankers Trust, in turn acquired by Deutsche Bank) in Baltimore, MD. As a result of these acquisitions, he then made a cross-continent move to San Francisco, CA, to join the Mergers & Acquisitions team at Thomas Weisel Partners. Later, he was a Corporate Development Executive at Union Bank of California in San Francisco, CA.

From 2005 to 2018, Shree was a portfolio manager/analyst at Discovery Financial Partners, Advisory Research, Inc. and Keeley Asset Management in Chicago, IL. He has had the privilege of being a sector specialist (Financial Services at Union Bank of California and Discovery Financial Partners), and then a generalist (Advisory Research, Inc. and Keeley Asset Management). This experience has helped him understand and appreciate the salient features of different industries. As such, he is a generalist.

Shree founded SVN Capital in 2018 to follow my own brand of investing. In particular, I wanted to put into practice some of the key insights gleaned in the previous fifteen years—essential ingredients for creating wealth are concentrated, long-term, global investing.

Best Ideas Omaha 2022: Todd Wenning on Masimo

May 5, 2022 in Audio, Best Ideas Omaha, Best Ideas Omaha 2022, Diary, Discover Great Ideas Podcast, Equities, Member Podcasts

Todd Wenning of Ensemble Capital Management shared his thesis on Masimo Corporation (US: MASI) at Best Ideas Omaha 2022, a member event held during the Berkshire Hathaway annual meeting weekend.

Replay the session (recorded on April 29, 2022):

slide presentation audio recording

This talk is also available as an episode of Discover Great Ideas, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the speaker:

Todd Wenning is a senior investment analyst at Ensemble Capital. Before joining Ensemble, Todd was an analyst at Johnson Investment Counsel, where he worked on the firm’s SMID cap strategy. Prior to that, Todd was a sell-side analyst at Morningstar, where he led Morningstar’s equity stewardship methodology and covered companies in the basic materials, industrials, and consumer sectors. Earlier in his career, Todd worked for The Motley Fool, SunTrust Asset Management, and Vanguard. He holds a BA in History from Saint Joseph’s University in Philadelphia and the Chartered Financial Analyst designation.

Best Ideas Omaha 2022: Luis V. Sanchez on Endor

May 5, 2022 in Audio, Best Ideas Omaha, Best Ideas Omaha 2022, Diary, Discover Great Ideas Podcast, Equities, Member Podcasts

Luis V. Sanchez of LVS Advisory shared his investment thesis on Endor AG (Germany: E2N) at Best Ideas Omaha 2022, a member event held during the Berkshire Hathaway annual meeting weekend.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

This talk is also available as an episode of Discover Great Ideas, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the speaker:

Luis Sanchez serves as Managing Partners of LVS Advisory, based in New York. Previously, Luis was a Managing Partner at Overlook Rock Asset Management, an investment firm which manages separate accounts for clients.

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