Discover great
Best Ideas 2025 is the thirteenth edition of this fully online investment conference, hosted by MOI Global.
The fully online Best Ideas conference brings together great minds from the MOI Global network of intelligent investors, with a focus on timely and actionable investment ideas. Members enjoy complimentary access.
Best Ideas 2025 takes place from January 9-17.
Access past editions: 2024, 23, 22, 21, 20, 19, 18, 17, 16, 15, 14
Featured Sessions at Best Ideas 2025:
Driven Brands: Classic GoodCo/BadCo Setup, With Multiple Catalysts
Kyle Mowery of GrizzlyRock Capital presented his investment thesis on Driven Brands (US: DRVN) at Best Ideas 2025.
UNFI: Grocery Distributor Coming Off Historically Low Margins
Steve Gorelik of Firebird Management presented his investment thesis on United Natural Foods Inc (US: UNFI) at Best Ideas 2025.
Golar LNG: Markedly Improved Thesis Due to Secular LNG Growth
Nitin Sacheti of Papyrus Capital presented his in-depth investment thesis on Golar LNG (US: GLNG) at Best Ideas 2025.
IWG/Regus: Owner-Operated, Proven, Cash-Generative Model
Simon Caufield of SIM Limited presented his investment thesis on International Workplace Group (UK: IWG) at Best Ideas 2025.
NextEra Energy Partners: Synergistic Relationship With Parent NEE
A.J. Noronha of Desai Capital Management presented his investment thesis on NextEra Energy Partners (US: NEP) at Best Ideas 2025.
Sartorius: Entrenched Pure Play in Best Business in Life Sciences
Elliot Turner of RGA Investment Advisors presented his investment thesis on Sartorius (Germany: SRT, SRT3) at Best Ideas 2025.
Fairfax India: Well-Managed, Cheap HoldCo Exposed to India Growth
Jeffrey Stacey of Stacey Muirhead Capital Management updated his thesis on Fairfax India (Canada: FIH.U) at Best Ideas 2025.
Three Differentiated Small Banks: UBAB, Northeast Bank, FFB Bancorp
Keith Smith of Bonhoeffer Fund presented his in-depth investment theses on three well-positioned small banks at Best Ideas 2025.
Entravision: TV/Radio Operator With Valuable Digital Ad Units, Spectrum
Michael Melby of Gate City Capital Management presented his investment thesis on Entravision Communications (US: EVC) at Best Ideas 2025.
Harbour Energy: Well-Financed, Cash-Flowing, With Value-Accretive M&A
Will Thomson of Massif Capital presented his in-depth investment thesis on Harbour Energy (UK: HBR) at Best Ideas 2025.
Vistry Group: UK Homebuilder With Attractive Partnerships Model
Mike Kruger of MPK Partners presented his in-depth investment thesis on Vistry Group (UK: VTY) at Best Ideas 2025.
PDD: Undervalued, Owner-Operated, Fast-Growing Online Marketplaces
Jean Pierre Verster of Protea Capital Management presented his investment thesis on PDD Holdings (US: PDD) at Best Ideas 2025.
Eagle Materials: Best-in-Class Cement and Wallboard Compounder
Stephen Dodson of Bretton Fund presented his in-depth investment thesis on Eagle Materials (US: EXP) at Best Ideas 2025.
Valeura Energy: Great M&A Record, High FCF, Strong Balance Sheet
Mordechai Yavneh of Focus Capital Management presented his investment thesis on Valeura Energy (Canada: VLE) at Best Ideas 2025.
Samsonite: Hong Kong-Listed Leader Valued as a Laggard
Amit Wadhwaney and Michael Campagna presented their investment thesis on Samsonite (Hong Kong: 1910) at Best Ideas 2025.
TransAlta: Power Producer to Benefit from Data Center Growth in Alberta
Alex Gates of Clayton Partners presented his investment thesis on TransAlta Corporation (Canada: TA) at Best Ideas 2025.
Portland General Electric: Upside Surprises in Load Growth Ahead
Ian Clark of Dichotomy Capital presented his investment thesis on Portland General Electric (US: POR) at Best Ideas 2025.
G Mining Ventures: LatAm Gold Miner With Rapidly Growing Production
Family office investor Samir Mohamed presented his investment thesis on G Mining Ventures (Canada: GMIN) at Best Ideas 2025.
American Coastal: Misunderstood, Disciplined Florida Condo Insurer
Anthony Perala of Punch & Associates presented his investment thesis on American Coastal Insurance (US: ACIC) at Best Ideas 2025.
Asbury Automotive: Well-Run, High-ROE Local Monopoly Businesses
Javier López Bernardo of BrightGate Capital presented his investment thesis on Asbury Automotive (US: ABG) at Best Ideas 2025.
Jeff Auxier Shares His Thoughts on Value Investing and Becton Dickinson
Jeff Auxier of Auxier Asset Management discussed his investment thesis on Becton Dickinson (US: BDX) at Best Ideas 2025.
Seaport Entertainment: Undervalued, Misunderstood Property Portfolio
Chris Waller of Plural Investing presented his in-depth investment thesis on Seaport Entertainment (US: SEG) at Best Ideas 2025.
Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2025
Glenn Surowiec of GDS Investments shared his thoughts on intelligent investing in 2025 in a conversation with John Mihaljevic.
TV Today: India’s Foremost News Franchise With Large Online Presence
Krish Mehta presented his in-depth investment thesis on TV Today Network (India: TVTN) at Best Ideas 2025, hosted by MOI Global.
Spirit Airlines Debt: Attractive Opportunity to Own Post-Reorg Equity
Parul Garg of Pender presented her thesis on the debt securities of bankrupt Spirit Airlines (US: SAVEQ) at Best Ideas 2025.
SCOR: Undervalued Tier 1 Reinsurer to Become Leaner Under New CEO
Frank Fischer of Shareholder Value Management presented his investment thesis on SCOR SE (France: SCR) at Best Ideas 2025.
Haivision: Owner-Operated Growth Business at Attractive Valuation
James Emanuel of Rock & Turner presented his in-depth investment thesis on Haivision (Canada: HAI) at Best Ideas 2025.