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Best Ideas Conference
June 14, 2022
Arcosa: Recent Spinoff, Undergoing Positive Business Transformation
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January 15, 2022
Rent-A-Center: Transformed Into High-Growth Fintech Platform
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January 15, 2022
Innovate: SOTP Bargain, With Catalysts and Insider Buying
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January 15, 2022
Unit Corporation: High FCF, Strong Balance Sheet, Multiple Catalysts
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January 15, 2022
LILAK, Mega: Generational Bargains in Latin American Cable Equities
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January 15, 2022
Opportunities in Cyclicals: Louisiana-Pacific, Westlake Chemical
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January 15, 2022
Opera: Leading Independent Web Browser at Attractive Valuation
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January 15, 2022
Fairfax India: Well-Managed, Growing Holding Company at Discount
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January 15, 2022
Serial Growth, Operating Leverage in Consolidating Fragmented Industries
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January 15, 2022
Dignity: Turning Around Under New Leadership, with Catalyst
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January 14, 2022
Cano Health: Provider With Game-Changing Incentive System
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January 14, 2022
Grupo Sura: Undervalued Colombian HoldCo With Quality Assets
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January 14, 2022
Tuesday Morning: Post-Bankruptcy Equity With Positive Outlook
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January 14, 2022
P10: Premier Private Markets Asset Manager Focused on Middle Market
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January 14, 2022
Silicon Motion: Highly Profitable, Gaining Share, Yet Lowly Valued
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January 14, 2022
Algoma: Net Cash Position Building Quickly Amid Elevated Steel Prices
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January 13, 2022
Kennedy Wilson: Well-Positioned to Return to Consistent NOI Growth
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January 13, 2022
Dream Finders Homes: Rapidly Growing, Acquisitive, Asset-Light
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January 13, 2022
Acme United: Steadily Growing Supplier of Niche Consumer Products
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January 13, 2022
AIG: Improving Operations, Cutting Costs, Returning Capital to Owners
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