Discover great
Best Ideas 2023 is the eleventh 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 2023 took place from January 17-24.
Access past editions: 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014
Featured Sessions at Best Ideas 2023:
Fairfax India: Collection of High-Quality Assets at Discount to NAV
Jeffrey Stacey of Stacey Muirhead Capital Management updated his thesis on Fairfax India (Canada: FIH.U) at Best Ideas 2023.
Subsea 7: Niche Offshore Services Leader at Major Inflection Point
Bob Robotti of Robotti & Company discussed his investment thesis on Subsea 7 (Norway: SUBC, US: SUBCY) at Best Ideas 2023.
Edita Food: Powerful Brands and Durability in Developing World
Fred Steiner of BCCM Advisors presented his investment thesis on Edita Food Industries (UK: EFID) at Best Ideas 2023.
Ströer: Family-Controlled Out-of-Home Advertising Company
Mike Kruger of MPK Partners presented his in-depth investment thesis on Ströer SE & Co KGaA (Germany: SAX) at Best Ideas 2023.
API Group: Industry Leader With High-ROIC Consolidation Opportunities
Charles Hoeveler of Norwood Capital Partners presented his investment thesis on API Group (US: APG) at Best Ideas 2023.
Unit Corporation: Substantial FCF, Cheap Valuation, Uplisting Catalyst
Michael Melby of Gate City Capital Management presented his investment thesis on Unit Corporation (US: UNTC) at Best Ideas 2023.
Two Energy Ideas: Sprott Physical Uranium Trust, PrairieSky Royalty
Samir Mohamed presented Sprott Physical Uranium (Canada: U.UN) and PrairieSky Royalty (Canada: PSK) at Best Ideas 2023.
Crossroads Impact: Advantaged Leader in Growing, Massive Market
Rimmy Malhotra of Nicoya Capital presented his in-depth investment thesis on Crossroads Impact (US: CRSS) at Best Ideas 2023.
Medifast: Weight Loss Manager Undergoing Temporary Slowdown
Steve Gorelik of Firebird Management presented his in-depth investment thesis on Medifast (US: MED) at Best Ideas 2023.
Azenta: Well-Run, Owner-Friendly, High-Quality Growth Business
Elliot Turner of RGA Investment Advisors presented his in-depth investment thesis on Azenta (US: AZTA) at Best Ideas 2023.
Nestle: Changes in Culture and Portfolio Drive Growth Acceleration
Christian Billinger of Billinger Förvaltning presented his investment thesis on Nestle (Switzerland: NESN) at Best Ideas 2022.
Three Ideas: Asbury Automotive, CMH, Sixth Street Specialty Lending
Keith Smith presented Asbury Auto (US: ABG), CMH (South Africa: CMH), and Sixth Street Specialty Lending (US: TSLX) at Best Ideas 2023.
Liberty Latin America: FCF Growth, Buybacks to Drive Equity Upside
Nitin Sacheti of ARS Investment Partners / Papyrus Capital presented his thesis on Liberty Latin America (US: LILAK) at Best Ideas 2023.
Newtek: Valuation Opportunity Due to Transition From BDC to Bank
Ken Majmudar and Sam Namiri of Ridgewood Investments presented Newtek Business Services (US: NEWT) at Best Ideas 2023.
Rogers: Improving Operations, Orphaned Due to Scuttled Deal
Christopher Karlin of Aquitania Capital Management presented his investment thesis on Rogers Corp. (US: ROG) at Best Ideas 2023.
Mohnish Pabrai on Intelligent Investing Globally in 2023 and Beyond
In a keynote Q&A at Best Ideas 2023, Mohnish Pabrai discussed his latest thoughts on value-oriented investing around the world.
Heritage-Crystal Clean: Wide-Moat Route Density Business
Sam Sheldon of Punch & Associates presented his investment thesis on Heritage-Crystal Clean (US: HCCI) at Best Ideas 2023.
Liberty Braves: Growing Monopoly With Unappreciated Catalyst
Chris Colvin of Breach Inlet Capital presented his investment thesis on Liberty Braves (US: BATRA, BATRB, BATRK) at Best Ideas 2023.
Amazon: Dominant, Wide-Moat Megacap at Attractive Valuation
Edward Chang of Pledge Capital presented his in-depth investment thesis on Amazon (US: AMZN) at Best Ideas 2023.
Orion Engineered Carbons: Earnings Inflection Story in EV Components
Kyle Mowery of GrizzlyRock Capital presented his investment thesis on Orion Engineered Carbons (US: OEC) at Best Ideas 2023.
PINFRA: Concession Operator of Roads and Other Infrastructure
Francisco Carrillo of Mexico Value Partners presented Promotora y Operadora de Infraestructura (PINFRA) at Best Ideas 2023.
Clean Harbors: Scale-Advantaged Environmental Services Leader
John Barr of Needham Funds presented his in-depth investment thesis on Clean Harbors (US: CLH) at Best Ideas 2023.
CBD: Undervalued Latin American Holding Company With Catalyst
Amit Wadhwaney of Moerus Capital Management presented Companhia Brasileira de Distribuicao (Brazil: PCAR4, US: CBD) at Best Ideas 2023.
SAP: SaaS Transition, Acquired Business Growth, Margin Expansion
Frank Fischer of Shareholder Value Management presented his investment thesis on SAP (Germany: SAP) at Best Ideas 2023.
Kingsgate: Litigation-Driven Special Situation at Gold Mine in Thailand
Mordechai Yavneh of Focus Capital Management presented his investment thesis on Kingsgate (Australia: KCN) at Best Ideas 2023.
Cineworld Bankruptcy: Fulcrum Security Offers Value Opportunity
Parul Garg of Pender presented her thesis on the fulcrum security of bankrupt Cineworld (UK: CINE) at Best Ideas 2023.
Three Ideas: Stor-Age, Sabvest Capital, Omega Healthcare Investors
Adrian Saville presented Stor-Age (SA: SSS), Sabvest Capital (SA: SBP), and Omega Healthcare Investors (US: OHI) at Best Ideas 2023.
Aurubis: Misunderstood, High-Return, Advantaged Metal Processor
James Davolos of Horizon Kinetics presented his in-depth investment thesis on Aurubis (Germany: NDA) at Best Ideas 2023.
Trigano: Family-Controlled European Leader in Leisure Vehicles
Jean Pierre Verster of Protea Capital Management presented his investment thesis on Trigano (France: TRI) at Best Ideas 2023.
HDFC Bank: Sustainably Growing Market Share Leader in India
Krish Mehta of Enam Holdings presented his investment thesis on HDFC Bank (India: HDFCB, US: HDB) at Best Ideas 2023.
Thor Industries: Well-Managed Leader in Oligopolistic, Rational Industry
Javier López Bernardo of BrightGate Capital presented his investment thesis on Thor Industries (US: THO) at Best Ideas 2023.
Charter: Depressed Sentiment Despite Steady FCF Generation
Patrick Brennan of Brennan Asset Management presented his thesis on Charter Communications (US: CHTR) at Best Ideas 2023.
Airbnb: Fast-Growing, Profitable, Founder-Led Hospitality Disruptor
Bogumil Baranowski of Sicart Associates presented his in-depth investment thesis on Airbnb (US: ABNB) at Best Ideas 2023.
Grifols: High-Quality, Oligopolistic Business in Growing Niche Sector
Javier Echevarria of Invexcel Patrimonio presented his investment thesis on Grifols (Spain: GRF, US: GRFS) at Best Ideas 2023.
Admiral Group: Largest UK Auto Insurer, With Unique Culture
Ben Beneche of Tourbillon presented his in-depth investment thesis on Admiral Group (UK: ADM) at Best Ideas 2023.