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Best Ideas Conference
January 14, 2025
Entravision: TV/Radio Operator With Valuable Digital Ad Units, Spectrum
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January 14, 2025
The Moerus Investment Philosophy: Fish the Ocean, Not the Pond
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January 13, 2025
Sartorius: Entrenched Pure Play in Best Business in Life Sciences
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January 13, 2025
NextEra Energy Partners: Synergistic Relationship With Parent NEE
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January 13, 2025
IWG/Regus: Owner-Operated, Proven, Cash-Generative Model
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January 10, 2025
Fairfax India: Well-Managed, Cheap HoldCo Exposed to India Growth
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January 10, 2025
Three Differentiated Small Banks: UBAB, Northeast Bank, FFB Bancorp
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January 10, 2025
Haivision: Owner-Operated Growth Business at Attractive Valuation
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January 9, 2025
Driven Brands: Classic GoodCo/BadCo Setup, With Multiple Catalysts
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January 9, 2025
UNFI: Grocery Distributor Coming Off Historically Low Margins
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January 9, 2025
Golar LNG: Markedly Improved Thesis Due to Secular LNG Growth
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January 7, 2025
Distribution Businesses: Unsung Heroes of Consumer-Driven Economy
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February 6, 2024
Three NCAV Bargains in Japan: Kikukawa Enterprise, Charle, Sanko
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February 5, 2024
Talen: Power Producer With Strong FCF and Crown-Jewel Nuclear Asset
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February 5, 2024
Dino Polska: Owner-Operated Compounder With Long Runway
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February 5, 2024
Liverpool: Dynamic Player in Mexican Retail, With Major Logistics Asset
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February 1, 2024
Conx: Charlie Ergen SPAC in Talks to Acquire DISH-Owned Boost Wireless
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February 1, 2024
Hargreaves: Misunderstood Sum-of-the-Parts Bargain With Catalysts
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February 1, 2024
DSGR: High-ROIC Specialty Distributor With Consolidation Opportunity
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January 19, 2024
LSB: Transformed, Competitively Advantaged Ammonia Producer
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