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Best Ideas 2022 is the tenth 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 2022 featured more than fifty instructors from January 12-14.
Access past Best Ideas conferences: 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014
Featured Sessions at Best Ideas 2022:
Rent-A-Center: Transformed Into High-Growth Fintech Platform
Chris Colvin of Breach Inlet Capital presented his investment thesis on Rent-A-Center (US: RCII) at Best Ideas 2022.
Innovate: SOTP Bargain, With Catalysts and Insider Buying
Nitin Sacheti of ARS Investment Partners / Papyrus Capital presented his thesis on Innovate Corp. (US: VATE) at Best Ideas 2022.
Unit Corporation: High FCF, Strong Balance Sheet, Multiple Catalysts
Michael Melby of Gate City Capital Management presented his investment thesis on Unit Corporation (US: UNTC) at Best Ideas 2022.
LILAK, Mega: Generational Bargains in Latin American Cable Equities
Patrick Brennan of Brennan Asset Management presented Liberty Latin America (US: LILAK) and Megacable at Best Ideas 2022.
Opportunities in Cyclicals: Louisiana-Pacific, Westlake Chemical
Bob Robotti of Robotti & Company presented Louisiana-Pacific (US: LPX) and Westlake Chemical (US: WLK) at Best Ideas 2022.
Opera: Leading Independent Web Browser at Attractive Valuation
Jim Roumell of Roumell Asset Management presented his investment thesis on Opera (US: OPRA) at Best Ideas 2022.
Fairfax India: Well-Managed, Growing Holding Company at Discount
Jeffrey Stacey of Stacey Muirhead Capital Management presented his thesis on Fairfax India (Canada: FIH.U) at Best Ideas 2022.
Serial Growth, Operating Leverage in Consolidating Fragmented Industries
Keith Smith of Bonhoeffer Fund presented Asbury Auto, Consolidated Communications, and Millicom at Best Ideas 2022.
Dignity: Turning Around Under New Leadership, with Catalyst
Simon Caufield of SIM Limited presented his in-depth investment thesis on Dignity plc (UK: DTY) at Best Ideas 2022.
Cano Health: Provider With Game-Changing Incentive System
Edward Chang of Pledge Capital presented his in-depth investment thesis on Cano Health (US: CANO) at Best Ideas 2022.
Grupo Sura: Undervalued Colombian HoldCo With Quality Assets
Amit Wadhwaney of Moerus Capital Management presented his investment thesis on Grupo Sura (US: GIVSY) at Best Ideas 2022.
P10: Premier Private Markets Asset Manager Focused on Middle Market
Rimmy Malhotra of Nicoya Capital presented his in-depth investment thesis on P10 Inc (US: PX) at Best Ideas 2022.
Silicon Motion: Highly Profitable, Gaining Share, Yet Lowly Valued
Mordechai Yavneh of Focus Capital Management presented his investment thesis on Silicon Motion (US: SIMO) at Best Ideas 2022.
Algoma: Net Cash Position Building Quickly Amid Elevated Steel Prices
Francisco Carrillo of Mexico Value Partners presented his investment thesis on Algoma Steel (US: ASTL) at Best Ideas 2022.
Kennedy Wilson: Well-Positioned to Return to Consistent NOI Growth
Ari Lazar of RGA Investment Advisors presented his in-depth investment thesis on Kennedy Wilson (US: KW) at Best Ideas 2022.
Dream Finders Homes: Rapidly Growing, Acquisitive, Asset-Light
Stephen Dodson of Bretton Fund presented his in-depth investment thesis on Dream Finders Homes (US: DFH) at Best Ideas 2022.
AIG: Improving Operations, Cutting Costs, Returning Capital to Owners
Jeff Auxier of Auxier Asset Management presented his thesis on American International Group (US: AIG) at Best Ideas 2022.
Applus: Growing, Top Ten Player in Testing, Inspection, and Certification
Javier Echevarria of Invexcel Patrimonio presented his investment thesis on Applus Services (Spain: APPS) at Best Ideas 2022.
Nielsen: Well-Positioned After Sale of Consumer Products Business
Steve Gorelik of Firebird Management presented his in-depth investment thesis on Nielsen Holdings (US: NLSN) at Best Ideas 2022.
CNH Industrial: Well-Managed Post-Spinoff RemainCo at Discount
Brian Hennessey of Alpine Woods Capital presented his in-depth investment thesis on CNH Industrial (CNHI) at Best Ideas 2022.
LVMH: Owner-Operated, Time-Tested Collection of Luxury Brands
Christian Billinger of Billinger Förvaltning presented his thesis on LVMH Moet Hennessy Louis Vuitton (France: MC) at Best Ideas 2022.
FICO: Pricing Power, Double-Digit Organic Growth, High Margins
Sahm Adrangi and Jordon Giancoli of Kerrisdale Capital Management presented their thesis on FICO (US: FICO) at Best Ideas 2022.
Tredegar: Normalized Business Stronger Than It May Appear
Jeff Sutton of ValueTree Investments presented his investment thesis on Tredegar Corporation (US: TG) at Best Ideas 2022.
FLEX: Sustainable Manufacturing, With NEXTracker IPO on Horizon
Alex Gates of Clayton Partners presented his in-depth investment thesis on Flex Ltd. (US: FLEX) at Best Ideas 2022.
SoftBank: Recent Controversies Create Attractive NAV Discount
Jean Pierre Verster of Protea Capital Management presented his thesis on SoftBank Group (Japan: 9984, US: SFTBY) at Best Ideas 2022.
Discovery: Warner Deal and Strong FCF Underappreciated by Market
Nick Appelo of Capco Asset Management presented Discovery Communications (US: DISCA/DISCK) at Best Ideas 2022.
Houghton Mifflin: Digital Transition Improves Cash Generation
Mike Kruger of MPK Partners presented his investment thesis on Houghton Mifflin Harcourt (US: HMHC) at Best Ideas 2022.
PG&E: Valuation Discount Unwarrated Under New Management
Ian Clark of Dichotomy Capital presented his investment thesis on Pacific Gas & Electric (PG&E) (US: PCG) at Best Ideas 2022.
Equinox Gold: Fast-Growing Mid-Tier Producer at Steep Discount
William Thomson of Massif Capital presented his in-depth investment thesis on Equinox Gold (US: EQX) at Best Ideas 2022.
IAC/InterActiveCorp: Well-Managed Holding Company at SOTP Discount
David Marcus of Evermore Global Advisors presented his investment thesis on IAC/ InterActiveCorp (US: IAC) at Best Ideas 2022.