The Best Ideas fully online conference brings together the best minds from the MOI Global network of intelligent investors, with a focus on timely and actionable investment ideas. Members enjoy complimentary and exclusive access.

Best Ideas 2018 is our largest online conference ever. It took place on January 11-13 and featured more than one hundred instructors. Browse the sessions below.

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EchoStar: Underfollowed Satellite Business Run by “Outsider” CEO

Nitin Sacheti of Papyrus Capital presented his in-depth investment thesis on EchoStar (Nasdaq: SATS) at Best Ideas 2018. EchoStar is an underfollowed satellite business run…

U.S. Airline Industry: A Rorschach Test for Investors

Phil Ordway of Anabatic Investment Partners will discuss the dynamics of a U.S.-based industry and highlight selected companies at Best Ideas 2018.

Walgreens Boots Alliance: Owner-Operator-Run Pharmacy Retail Leader

Elliot Turner of RGA Investment Advisors presented his in-depth investment thesis on Walgreens Boots Alliance (Nasdaq: WBA) at Best Ideas 2018. Says Stefano Pessina, “Many…

TransAtlantic Petroleum: Well-Managed, Undervalued Oil and Gas Company

Arvind Mallik and Jonathon Fite of KMF Investments presented their in-depth investment thesis on TransAtlantic Petroleum (NYSE/American: TAT) at Best Ideas 2018.

PRGX Global: Investments Mask Earning Power of Recovery Audit Services Leader

Ben Terk of Active Owners Fund presented his in-depth investment thesis on PRGX Global (Nasdaq: PRGX) at Best Ideas 2018. PRGX Global is the largest…

Orca Exploration: Gas Producer with Strong Management and Catalyst

Serge Belinski of Value Holdings presented his in-depth investment thesis on Orca Exploration (Canada: ORC) at Best Ideas 2018. Orca Exploration, through one of its…

NESCO and Vinamilk: Two Undervalued Opportunities in Asia

Sid Choraria of Amiral Research presented his in-depth investment theses on NESCO (India: 505355) and Vinamilk (Vietnam: VNM) at Best Ideas 2018. NESCO is…

Liberty Ventures: Opportunity to Invest in Two Compounders at a Discount

Nathaniel Leach of LBW Wealth Management presented his in-depth investment thesis on Liberty Ventures (Nasdaq: LVNTA) at Best Ideas 2018. Liberty Ventures trades as a…

LAACO: Underlevered Real Estate Firm With Hard-to-Replace Self-Storage Assets

Bill Chen of Rhizome Partners presented his in-depth investment thesis on LAACO (OTC: LAACZ) at Best Ideas 2018. LAACO is an undervalued and under-levered…

Ivanhoe Mines: Owner-Operated, Unlocking One of Greatest Copper Discoveries

Dustin Johnson of Pala Investments presented his in-depth investment thesis on Ivanhoe Mines (Toronto: IVN) at Best Ideas 2018. Ivanhoe Mines (Toronto: IVN) is a…

General Electric: Turnaround Progressing Under “Outsider” CEO

Glenn Surowiec of GDS Investments presented his in-depth investment thesis on General Electric (NYSE: GE) at Best Ideas 2018. GE offers compelling risk-adjusted appreciation for…

Embraer: Third-Largest Aircraft OEM Undervalued due to Short-Term Pressures

Willem Schilpzand of Alpine Capital Research presented his in-depth investment thesis on Embraer (NYSE: ERJ) at Best Ideas 2018. Embraer is the third-largest aircraft OEM…

B. Riley Financial: Uncovered Financial Conglomerate Led by Shrewd Owner-Operator

Howard D. Punch of Punch and Associates presented his in-depth investment thesis on B. Riley Financial (Nasdaq: RILY) at Best Ideas 2018. B. Riley is…

Proshares Short High Yield ETF: Contrarian Investment with Asymmetric Risk-Reward

Bogumil Baranowski of Sicart Associates presented his in-depth investment thesis on Proshares Short High Yield ETF (NYSE: SJB) at Best Ideas 2018. Proshares Short High…

Merlin Properties: Largest Spanish REIT Equivalent with Large Margin of Safety

Luis García Alvarez of MAPFRE AM presented his in-depth investment thesis on Merlin Properties (Spain: MRL) at Best Ideas 2018. Merlin Properties is the…

SEACOR Marine: Undervalued, with Exceptionally Strong Management

Bob Robotti of Robotti & Company presented his in-depth investment thesis on SEACOR Marine (NYSE: SMHI) at Best Ideas 2018. SEACOR Marine was formed…

Highlights from Best Ideas 2018

Some of the brightest minds from the MOI Global membership community unveiled more than one hundred timely and actionable investment ideas at Best Ideas 2018, the online investment conference hosted by MOI Global. Read selected thesis summaries.

KKR: Misunderstood, Venerable Asset Manager at Deep Discount

Naveen Jeereddi of Jeereddi Partners presented his in-depth investment thesis on KKR & CO. L.P. (NYSE: KKR) at Best Ideas 2018. KKR is one of…

Discovery Communications: Global Cable Network at Attractive FCF Yield

Stefan Culibrk of Culibrk Partnership presented his in-depth investment thesis on Discovery Communications at Best Ideas 2018.

Lear and Heidrick & Struggles: Two High Quality Free Cash Flow Bargains

Luis Sanchez of Overlook Rock Asset Management presented his in-depth investment theses on Lear (NYSE: LEA) and Heidrick & Struggles (Nasdaq: HSII) at Best Ideas…

FICO: Well-Managed, Misunderstood Cash Cow Business with Growth Platform

William Heard of Heard Capital presented his in-depth investment thesis on Fair Isaac Corporation (NYSE: FICO) at Best Ideas 2018.

Cass Information Systems: Quality Business with Float and Optionality

Jonathan Isaac of Quilt Investment Management presented his in-depth investment thesis on Cass Information Systems (Nasdaq: CASS) at Best Ideas 2018. Cass Information Systems is…

Discovery Communications: Fears Around Transition from TV/Cable to Online Overblown

Gabriel Grego of Quintessential Capital Management presented his in-depth investment thesis on Discovery Communications (Nasdaq: DISCA) at Best Ideas 2018. Discovery Communications is a broadcaster…

AV Homes: Deep Value in U.S. Homebuilding, Run by Interested Insiders

Harsha Gowda of BlueShore Capital Management presented his in-depth investment thesis on AV Homes at Best Ideas 2018.

Olympic Entertainment and AMC Entertainment: Two Contrarian Investment Ideas

Steve Gorelik of Firebird Management presented his in-depth investment thesis on Olympic Entertainment (TSE: OEG1T) and AMC Entertainment (NYSE: AMC) at Best Ideas 2018. Olympic…

US Concrete: Constructions Materials Company Becoming More Vertically Integrated

Michael Rome of Long Focus Capital presented his in-depth investment thesis on US Concrete (Nasdaq: USCR) at Best Ideas 2018. US Concrete is a construction…

Credit Acceptance: Auto Financier with Strong, Interested, Shareholder-Friendly Management

Rick Fujimoto of Silverado Investment Partners presented his in-depth investment thesis on Credit Acceptance (Nasdaq: CACC) at Best Ideas 2018. Credit Acceptance provides financing programs…

Steel Partners: Publicly-Traded LP Transforming into Owner of Operating Businesses

David Fleer of Bristlecone Value Partners presented his in-depth investment thesis on Steel Partners Holdings LP (NYSE: SPLP) at Best Ideas 2018. Steel Partners Holdings…

Clarus: Well-Financed, NOL-Rich Outdoor Equipment Rollup with Insider Alignment

Dan Roller of Maran Capital Management presented his in-depth investment thesis on Clarus Corp. (Nasdaq: CLAR) at Best Ideas 2018. Clarus is an NOL-rich holding…

C&C Group: Moaty European Beverage Company with Turnaround Progress

Javier Echevarria of Invexcel Patrimonio presented his in-depth investment thesis on C&C Group (Ireland: GCC) at Best Ideas 2018. C&C is a small European company…

KOC Holding: Largest Industrial Group in Turkey at NAV Discount

Mesut Ellialtioglu of Talas Turkey Value Fund presented his in-depth investment thesis on KOC Holding (Istanbul: KCHOL) at Best Ideas 2018. KOC Holding is the…

Franklin Covey and School Specialty: Two Underappreciated Small-Cap Ideas

Patrick Retzer of Retzer Capital Management presented his in-depth investment thesis on Franklin Covey (NYSE: FC) and School Specialty (OTC: SCOO) at Best Ideas 2018….

AU Optronics: Lowly Valued Despite Significant Improvement in Primary End Market

Amit Chokshi of Doshi Capital Partners presented his in-depth investment thesis on AU Optronics (NYSE: AUO) at Best Ideas 2018. AU Optronics is a Taiwan-based…

Infinite Computer Solutions: Founder-Led IT Services Provider Outgrowing the Industry

V.P. Rajesh of Banyan Capital Advisors presented his in-depth investment thesis on Infinite Computer Solutions (India: INFINITE) at Best Ideas 2018. The IT services industry…

eDreams Odigeo: Leading Online Travel Agency Based in Barcelona at Discount

Thomas Bushey of Sunderland Capital Partners presented his in-depth investment thesis on eDreams Odigeo (Spain: EDR) at Best Ideas 2018. eDreams Odigeo is a leading…

Naspers: Large Tencent Shareholder at Sum-of-the-Parts Discount

Jean Pierre Verster of Fairtree Capital presented his in-depth investment thesis on Naspers (South Africa: NPN) at Best Ideas 2018. Naspers is a global internet…

KKR & Co.: Leading Private Equity Firm with Significant Balance Sheet Value

Rodrigo Lopez Buenrostro of KUE Capital presented his in-depth investment thesis on KKR & Co. (NYSE: KKR) at Best Ideas 2018. KKR & Co. is…

Ocado: Investment Spend Depressing Profitability, Should Create Long-Term Value

Brian Brosnan of Crystal Amber Advisers presented his in-depth investment thesis on Ocado (London: OCDO) at Best Ideas 2018. Ocado is an online grocery pioneer…

Liberty Global Group and Lilac Global: LILAK’s Formal Separation from LGI a Catalyst

Patrick Brennan of Brennan Asset Management presented his in-depth investment thesis on Liberty Global Group (Nasdaq: LBTY) and Lilac Global (Nasdaq: LILA) at Best Ideas…

Ashford: REIT Advisor with Strong Balance Sheet and Service Businesses

Mike Boroughs and Paul Misleh of Fortis Capital Management presented their in-depth investment thesis on Ashford Inc. (NYSE: AINC) at Best Ideas 2018. Ashford is…

Intelsat: Private Equity-Owned Leader in Industry with High Barriers to Entry

A.J. Noronha of Desai Capital Management presented his in-depth investment thesis on Intelsat (NYSE: I) at Best Ideas 2018. While A.J. typically avoids leveraged companies…

Dollar General: Undervalued Discount Retailer with Strong Unit Economics

Christopher Bloomstran of Semper Augustus Investments Group presented his in-depth investment thesis on Dollar General (NYSE: DG) at Best Ideas 2018. Dollar General is a…

Great Canadian Gaming Corporation: Transformation Acquisition a Catalyst

Reno Giancola and Jeff Hales of Alignvest Capital Management presented their in-depth investment thesis on Great Canadian Gaming Corporation (Toronto: GC) at Best Ideas 2018.

XPO Logistics: Well-Managed Global Leader a Potential Acquisition Target

Amil Bera of Advaya Investment Management presented his in-depth investment thesis on XPO Logistics (NYSE: XPO) at Best Ideas 2018. XPO Logistics is a high-growth,…

Varex Imaging: Varian Medical Spinoff Undervalued due to Temporary Factors

Samir Mohamed presented his in-depth investment thesis on Varex Imaging (Nasdaq: VREX) at Best Ideas 2018. Varex Imaging was spun off from Varian Medical…

S&U: Family-Controlled UK Subprime Auto Lender with Underappreciated Intrinsic Value

Matthias Teig of Rothorn Partners presented his in-depth investment thesis on S&U (London: SUS) at Best Ideas 2018. S&U is a family controlled British…

Murray Stahl of Horizon Kinetics on Cryptocurrencies and Equity Markets

Murray Stahl of Horizon Kinetics presented discussed cryptocurrencies and equity markets at Best Ideas 2018.

Madalena Energy: Micro-Cap Oil and Gas Company with Active Shareholder

David Tawil of Maglan Capital presented his in-depth investment thesis on Madalena Energy (Canada: MVN) at Best Ideas 2018. Madalena Energy is the only independent,…

Unipar Carbocloro: In-Depth Idea Presentation

Tito Avila of LIS Capital presented his in-depth investment thesis on Unipar Carbocloro (Brazil: UNIP3)at Best Ideas 2018. Unipar Carbocloro is a chemical holding company….

Telesites : In-Depth Idea Presentation

Chris McIntyre of McIntyre Partnerships presented his in-depth investment thesis on Telesites (Mexico: SITES) at Best Ideas 2018. Telesites is a regulatory-forced spin of a…

Treehouse Foods: In-Depth Idea Presentation

Jeff Sutton of ValueTree Investments presented his in-depth investment thesis on Treehouse Foods (NYSE: THS) at Best Ideas 2018. Treehouse Foods is the largest provider…

Transnational Corporation of Nigeria: In-Depth Investment Thesis

Taslim Ahmed of Eximus Partners presented his in-depth investment thesis on Transnational Corporation of Nigeria (Lagos: TRANSCORP) at Best Ideas 2018. Transnational Corporation of…

Time Technoplast: In-Depth Idea Presentation

Gaurav Aggarwal of Metis Capital Management presented his in-depth investment thesis on Time Technoplast (ISIN: INE508G01029) at Best Ideas 2018.

Nelnet: In-Depth Idea Presentation

Rimmy Malhotra of Nicoya Capital presented his in-depth investment thesis on Nelnet (NYSE: NNI) at Best Ideas 2018. Nelnet may appear to be a leveraged…

Thomas Cook India: In-Depth Idea Presentation

Ashish Kila of Perfect Group presented his in-depth investment thesis on Thomas Cook India (India: TC) at Best Ideas 2018. Thomas Cook India offers an…

Guess: In-Depth Idea Presentation

Mathew Klody of MCN Capital Management presented his in-depth investment thesis on Guess (NYSE: GES) at Best Ideas 2018. Guess is a branded licensor, wholesaler,…

Afterpay Touch: In-Depth Idea Presentation

Joe Magyer of Lakehouse Capital presented his in-depth investment thesis on Afterpay Touch (Australia: APT) at Best Ideas 2018. Afterpay Touch is a little-followed, fast-growing…

Cemex: In-Depth Idea Presentation

Danilo Santiago of Rational Investment Methodology presented his in-depth investment thesis on Cemex (NYSE: CX) at Best Ideas 2018. Danilo estimates that the shares…

Two Large-Cap Compounders in Asia: Taiwan Semiconductor Manufacturing and Tencent Holdings

Stanley Lim of Slimhawk Partners presented his in-depth investment theses on Taiwan Semiconductor Manufacturing (Taiwan: 2330) and Tencent Holdings (Hong Kong: 0700) at Best Ideas…

Two Ideas with Compelling Risk-Reward Tradeoffs: Telecom Italia and TripAdvisor

Steven Wood of GreenWood Investors presented his in-depth investment theses on Telecom Italia (Italy: TIT) and TripAdvisor (TRIP) at Best Ideas 2018.

Haw Par: Undervalued Singapore-Based Family-Controlled Conglomerate

William Thomson of Massif Capital presented his in-depth investment thesis on Haw Par (Singapore: H02) at Best Ideas 2018. Haw Par is a deeply undervalued,…

Sinclair: Large U.S. Broadcast TV Player Acquiring Tribune Media

Keith Weissman of Sibilla Capital Management presented his in-depth investment thesis on Sinclair Broadcast Group (Nasdaq: SBGI) at Best Ideas 2018. Sinclair Broadcast Group (Nasdaq:…

IES Holdings: Well-Managed, Owner-Operated Rollup in Electrical Wiring Services

Mike Kruger of MPK Partners presented his in-depth investment thesis on IES Holdings (Nasdaq: IESC) at Best Ideas 2018. IES Holdings installs electrical wiring for…

Discovery Communications: Acquisition of Scripps Creates Attractive Entry Point

Robert King of Baskerville Capital Management presented his in-depth investment thesis on Discovery Communications (Nasdaq: DISCA) at Best Ideas 2018. Discovery is a media and…

BlueLinx: Price-Indiscriminate Selling by Legacy Owner Offers Entry Opportunity

Eric DeLamarter of Half Moon Capital presented his in-depth investment thesis on BlueLinx (NYSE: BXC) at Best Ideas 2018. BlueLinx is a home-building products…

Zooplus: High-ROIC, Leading Online Retailer of Pet Food in Europe

Fred Liu of Hayden Capital presented his in-depth investment thesis on Zooplus (Germany: ZO1) at Best Ideas 2018. Zooplus is a leading online retailer of…

Saigon Cargo Services: Vietnamese Air Cargo Terminal Operator with Growth “Runway”

Clement Loh of Lion Rock Partners presented his in-depth investment thesis on Saigon Cargo Services (Vietnam: SCS) at Best Ideas 2018. Saigon Cargo Services is…

Diamond Hill Investment Group: Well-Run, Value-Oriented Asset Manager

Chris Crawford of Crawford Fund Management will present his in-depth investment thesis on Diamond Hill Investment Group (Nasdaq: DHIL) at Best Ideas 2018.

Farmer Brothers: Corporate Restructuring to Drive EBITDA Improvement

Kaushal Majmudar and Sam Namiri of Ridgewood Investments presented their in-depth investment thesis on Farmer Brothers (Nasdaq: FARM) at Best Ideas 2018. Farmer Brothers is…

FRP Holdings: Undervalued Real Estate Operating Business

Curtis Jensen of Robotti & Company Advisors presented his in-depth investment thesis on FRP Holdings (Nasdaq: FRPH) at Best Ideas 2018. FRP Holdings is a…

Oriental Watch, Vietnam Manufacturing, and Charle: Three Deep Value Ideas

Juan Matienzo of Mercor Investment Group discussed deep value investing and presented his investment thesis on Oriental Watch (Hong Kong: 398), Vietnam Manufacturing and Export…

Andina/Lazydays: RV Dealership Going Public via SPAC

Eric Gomberg of Dane Capital Management presented his in-depth investment thesis on Andina/Lazydays (Nasdaq: ANDA) at Best Ideas 2018. Andina/Lazydays is among the largest RV…

Restaurant Brands International and Charter Communications: Two Well-Managed Compounders

Francisco Olivera of Arevilo Capital Management presented his in-depth investment theses on Restaurant Brands International (NYSE: QSR) and Charter Communications (Nasdaq: CHTR) at Best Ideas…

Autohome: Cash-Generative, Leading Online Automotive Portal in China

James Fletcher of APG Asset Management presented his in-depth investment thesis on Autohome (NYSE: ATHM) at Best Ideas 2018. Autohome is a business with a…

Customers Bancorp: Regional Bank Holding Company with Spinoff Twist

Tim Eriksen of Eriksen Capital Management presented his in-depth investment thesis on Customers Bancorp (NYSE: CUBI) at Best Ideas 2018. Customers Bancorp is a regional…

Ontex Group: Disposable Personal Hygiene Products Maker at Discount

Scott Phillips of Templeton & Phillips Capital Management presented his in-depth investment thesis on Ontex Group (Brussels: ONTEX) at Best Ideas 2018.

Micro Focus: UK Software Company That Thinks and Acts Like Private Equity Firm

Doug Ott of Andvari Associates presented his in-depth investment thesis on Micro Focus International (NYSE: MFGP, LSE: MCRO) at Best Ideas 2018. Micro Focus is…

An Undervalued Portfolio Hedge for Value Investors

Matthew Peterson of Peterson Capital Management presented his thesis on an undervalued portfolio hedge for value-oriented investors at Best Ideas 2018.

Teekay Offshore: Abandoned Public Stub of Mission-Critical Marine Infrastructure Business

Jeremy Deal and Seth Lowry of JDP Capital Management presented their in-depth investment thesis on Teekay Offshore LP (NYSE: TOO) at Best Ideas 2018….

Cousins Properties and Scheid Vineyards: Two Undervalued Companies, with Catalysts

Aaron Edelheit of Mindset Capital presented his in-depth investment theses on Cousins Properties (NYSE: CUZ) and Scheid Vineyards (OTC: SVIN) at Best Ideas 2018. Cousins…

Grupo Mexico: Undervalued, Family-Run Controlling Holder of Southern Copper

Francisco Carrillo of Mexico Value Partners presented his in-depth investment thesis on Grupo Mexico (Mexico: GMEXICOB) at Best Ideas 2018. Grupo Mexico not only has…

GTT Communications: Mispriced, Cash-Generative Growth Compounder

Zack Buckley of Buckley Capital Partners presented his in-depth investment thesis on GTT Communications (NYSE: GTT) at Best Ideas 2018.

Cambria Automobiles: UK Auto Dealer Run by Capable Owner-Operator

Alex Bossert of Bossert Capital presented his in-depth investment thesis on Cambria Automobiles (London: CAMB) at Best Ideas 2018. Cambria Automobiles is a UK-based auto…

School Specialty: Well-Managed Education Business with Hidden Growth Drivers

Daniel Baldini of Oberon Asset Management presented his in-depth investment thesis on School Specialty (OTC: SCOO) at Best Ideas 2018. School Specialty is a well-managed,…

Future Enterprises: Infrastructure Provider for India’s Leading Retailer

Gautam Baid of Summit Global Investments presented his in-depth investment thesis on Future Enterprises (India NSE: FEL, BOM: 523574) at Best Ideas 2018. Future Enterprises…

Randall Abramson on His Investment Process and Selected Ideas

Randall Abramson of Trapeze Asset Management discussed his investment process at Best Ideas 2018.

KNR Constructions: Indian Road Construction Company with Strong Tailwinds

Anuj Didwania of Redart Capital Advisors presented his in-depth investment thesis on KNR Constructions (India: KNRCON) at Best Ideas 2018. KNR Constructions engages in…

Viad: Compounder with Strong Management and Spinoff Catalyst

Peter Rabover of Artko Capital presented his in-depth investment thesis on Viad (NYSE: VVI) at Best Ideas 2018. Viad is a combination of two unrelated…

Tetragon Financial: Well-Managed Investment Company at Deep Discount

Keith Rosenbloom of Cruiser Capital discussed his investment approach, reviewed and updated ideas presented at past online conferences hosted by MOI Global, and presented his summary thesis on Tetragon Financial (Amsterdam: TFG) at Best Ideas 2018.

CPL Resources: Owner-Operator-Led Employment Services Provider

Jeff Stacey of Stacey Muirhead Capital Management presented his in-depth investment thesis on CPL Resources (Ireland: CPL) at Best Ideas 2018. CPL is a leading…

Barclays: UK Banking Leader at Discount to Tangible Book Value

Brian Pitkin of URI Capital Management presented his in-depth investment thesis on Barclays (NYSE: BCS) at Best Ideas 2018. Barclays trades at roughly 60%…

Avaya: Underfollowed and Undervalued due to Bankruptcy Emergence Overhang

Chris Karlin of Aquitania Capital Management is presenting his in-depth investment thesis on Avaya Holdings (OTC: AVYA) at Best Ideas 2018. Avaya provides unified…

McCarthy & Stone: Soundly Financed UK Retirement Homebuilder

Mark Walker of Seven Pillars Capital Management presented his in-depth investment thesis on McCarthy & Stone (London: MCS) at Best Ideas 2018. McCarthy & Stone…

Bakkafrost: Best-in-Class, Vertically Integrated Salmon Farmer

Robert Leitz of iolite Partners presented his in-depth investment thesis on Bakkafrost (Oslo: BAKKA) at Best Ideas 2018. Bakkafrost is a best-in-class, vertically integrated salmon…

Tucows: Niche Communications Provider with Strong Leadership

Michael Lee of Hypotenuse Capital Management presented his in-depth investment thesis on Tucows (Nasdaq: TCX) at Best Ideas 2018. Tucows provides simple, useful services that…

Continental Building Products: Strongly Cash-Generative Gypsum Wallboard Manufacturer

Stephen Dodson of Bretton Fund presented his in-depth investment thesis on Continental Building Products (NYSE: CBPX) at Best Ideas 2018. Continental Building Products is…

Bridgepoint Education: To Benefit From Improved Regulatory Environment

Shawn Kravetz of Esplanade Capital presented his in-depth investment thesis on Bridgepoint Education (NYSE: BPI) at Best Ideas 2018. Bridgepoint is priced for distress but…

Asset-Based Investing and BR Properties: Brazilian CRE Leader at NAV Discount

Amit Wadhwaney of Moerus Capital Management discussed asset-based investing and presented his in-depth investment thesis on BR Properties (Brazil: BRPR3) at Best Ideas 2018….

Tiffany & Co.: Iconic Luxury Brand at Discount to Private Market Value

Chris Swasbrook of Elevation Capital Management presented his in-depth investment thesis on Tiffany & Co. (NYSE: TIF) at Best Ideas 2018. Tiffany is an American…

Allison Transmission: Technological Leadership and High Switching Costs

John Heldman and David Hutchison of Triad Investment Management presented their in-depth investment thesis on Allison Transmission (NYSE: ALSN) at Best Ideas 2018. Allison is…

Disney: Attractive Entry Point into Long-Term Compounder via FOX

Niraj Gupta of GCI Partners presented his in-depth investment theses on Walt Disney (NYSE: DIS) and Twenty-First Century Fox (Nasdaq: FOXA) at Best Ideas 2018. Niraj outlined a compelling opportunity to become a long-term shareholder in Disney at an attractive implied valuation through FOX.

TripAdvisor: Myopic Investor Focus on Hotel Business Provides Opportunity

Artem Fokin of Caro-Kann Capital presented his in-depth investment thesis on TripAdvisor (Nasdaq: TRIP) at Best Ideas 2018. Both the sell-side and buy-side are myopically…

Sears Hometown and Outlet: Deeply Undervalued Retailer on Verge of Inflection Point

Ryan O’Connor of Crossroads Capital presented his in-depth investment thesis on Sears Hometown and Outlet (Nasdaq: SHOS) at Best Ideas 2018.

O’Reilly Auto Parts: Leading Retailer of Automotive Parts with Distribution Advantage

Abhay Deshpande of Centerstone Investors presented his in-depth investment thesis on O’Reilly Auto Parts (Nasdaq: ORLY) at Best Ideas 2018. O’Reilly is a leading retailer…

Discovery: Undervalued Media Assets With Strong International Business

Gary Mishuris of Silver Ring Value Partners presented his in-depth investment thesis on Discovery Communications (Nasdaq: DISCA) at Best Ideas 2018. Discovery is undervalued because…

Atlantic Power: Underappreciated Independent Power Producer With Quality Assets

Ian Clark of Dichotomy Capital presented his in-depth investment thesis on Atlantic Power (NYSE: AT) at Best Ideas 2018. Electrical grids are becoming increasingly complex…

Hanesbrands: Low-Cost Apparel Leader With Global Supply Chain

Barry Pasikov of Hazelton Capital Partners presented his in-depth investment thesis on Hanesbrands (NYSE: HBI) at Best Ideas 2018.

Asia Financial: Family-Owned Company With Attractive Insurance Assets

James Choa of Valiant Ocean Capital presented his in-depth investment thesis on Asia Financial Holdings (Hong Kong: 662) at Best Ideas 2018. Asia Financial Holdings,…

Dawson Geophysical: Undervalued Seismic Services Leader with Strong Balance Sheet

Michael Melby of Gate City Capital Management presented his in-depth investment thesis on Dawson Geophysical (Nasdaq: DWSN) at Best Ideas 2018. Dawson Geophysical is the…

Reno de Medici: Strong Number-Two Player with Margin Improvement Potential

Raphael Moreau of Amiral Gestion presented his in-depth investment thesis on Reno De Medici (Italy: RM) at Best Ideas 2018. Reno de Medici, with…

Spark Networks, Franklin Covey, and Redbubble: Three Undervalued Small-Cap Ideas

John Lewis of Osmium Partners presented his in-depth investment theses on Spark Networks (NYSE: LOV), Franklin Covey (NYSE: FC) and Redbubble (ASX: RBL) / Leaf…

Medley Capital: BDC Trading at Discount and Offering 11% Dividend Yield

Jim Roumell of Roumell Asset Management presented his in-depth investment thesis on Medley Capital (NYSE: MCC) at Best Ideas 2018. Medley Capital is a Business…

First Republic: Retail Franchise with Superior Service for High Net Worth Individuals

Sean Stannard-Stockton of Ensemble Capital Management presented his in-depth investment thesis on First Republic Bank (NYSE: FRC) at Best Ideas 2018. First Republic Bank is…

HCA Healthcare: Aggressive Share Repurchases to Drive Shareholder Value

Jim Zimmerman of Lowell Capital Management presented his in-depth investment thesis on HCA Healthcare (NYSE: HCA) at Best Ideas 2018. HCA is the largest for-profit…

Wilson Sons and Ocean Wilsons: Undervalued Play on Brazilian Infrastructure

Adam Sues of Yacktman Asset Management presented his in-depth investment theses on Wilson Sons (Brazil: WSON33) and Ocean Wilsons (London: OCN) at Best Ideas 2018….

Greenhill: Well-Capitalized, with Recent Vote of Confidence by Management

Matthew Sweeney of Laughing Water Capital presented his in-depth investment thesis on Greenhill & Co. (NYSE: GHL) at Best Ideas 2018. Greenhill is a boutique…