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Best Ideas 2024 is the twelfth 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 2024 took place from January 10-18.
Access past editions: 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014
Featured Sessions at Best Ideas 2024:
Large-Cap Multifamily REITs: Diversified, Antifragile, High Cap Rate
Bill Chen of Rhizome Partners presented Mid-America Apartments (US: MAA) and Camden Property Trust (US: CPT) at Best Ideas 2024.
Talen: Power Producer With Strong FCF and Crown-Jewel Nuclear Asset
Alex Gates of Clayton Partners presented his in-depth investment thesis on Talen Energy (US: TLNE) at Best Ideas 2024.
LSB: Transformed, Competitively Advantaged Ammonia Producer
Bob Robotti of Robotti & Company Advisors discussed his investment thesis on LSB Industries (US: LXU) at Best Ideas 2024.
Card Factory: Well-Managed, High-ROIC Business With Two Catalysts
Mike Kruger of MPK Partners presented his in-depth investment thesis on Card Factory (UK: CARD) at Best Ideas 2024.
Heineken: Global Beer Runner-Up With Improvement Potential
Christian Billinger of Billinger Förvaltning presented his investment thesis on Heineken Holding (Netherlands: HEIO) at Best Ideas 2024.
Ferroglobe: Delevered, Growing, Structurally More Profitable
Kyle Mowery of GrizzlyRock Capital presented his in-depth investment thesis on Ferroglobe plc (US: GSM) at Best Ideas 2024.
TPI Composites: Wind Turbine Blade Maker at Cycle Inflection Point
Ian Clark of Dichotomy Capital presented his investment thesis on TPI Composites (US: TPIC) at Best Ideas 2024.
Conx: Charlie Ergen SPAC in Talks to Acquire DISH-Owned Boost Wireless
Nitin Sacheti of Papyrus Capital presented his investment thesis on Conx Corp. (US: CONX, CONXW) at Best Ideas 2024.
DSGR: High-ROIC Specialty Distributor With Consolidation Opportunity
Charles Hoeveler of Norwood Capital Partners presented his thesis on Distribution Solutions Group (US: DSGR) at Best Ideas 2024.
CAB Payments: Bombed-Out Price Creates Asymmetrical Opportunity
Patrick Brennan of Brennan Asset Management presented his investment thesis on CAB Payments (UK: CABP) at Best Ideas 2024.
Cromwell Property: Real Estate Owner and Asset Manager at Deep Discount
Amit Wadhwaney of Moerus Capital Management presented his thesis on Cromwell Property Group (Australia: CMW) at Best Ideas 2024.
DSGR: Transformed, Growing, Owner-Operated Specialty Distributor
Brad Hathaway of Far View Capital Management presented his thesis on Distribution Solutions Group (US: DSGR) at Best Ideas 2024.
Fleetcor: Fast-Growing, Capital-Light, High-Margin Payments Business
Steve Gorelik of Firebird Management presented his investment thesis on Fleetcor Technologies (US: FLT) at Best Ideas 2024.
Northeast Bank: Well-Managed, Opportunistic Purchaser of CRE Loans
Javier López Bernardo of BrightGate Capital presented his investment thesis on Northeast Bank (US: NBN) at Best Ideas 2024.
Emergent BioSolutions: Distressed Debt Offers Attractive Risk-Reward
Parul Garg of Pender presented her thesis on the fulcrum debt security of Emergent BioSolutions (US: EBS) at Best Ideas 2024.