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 2020 featured more than sixty instructors from January 8-11.

Access past Best Ideas conferences: 2019, 2018, 2017, 2016, 2015, 2014

Booking Holdings: Wide-Moat OTA in Healthy Coopetition with Google

Sean Stannard-Stockton of Ensemble Capital Management presented his in-depth thesis on Booking Holdings (US: BKNG) at Best Ideas 2020.

Two Canadian Small-Caps: Indigo Books and Music, Hamilton Thorne

David Barr and Don Walker of Pender presented their in-depth investment theses on Indigo (Canada: IDG) and Hamilton Thorne (Canada: HTL) at Best Ideas 2020.

Domino’s Pizza Group: Operational Improvement to Drive Rerating

Josh Shores of Southeastern Asset Management presented his in-depth investment thesis on Domino’s Pizza (UK: DOM) at Best Ideas 2020.

Restoration Hardware: Pivoting Toward Luxury Brand Status

William Brewster of Sullimar Capital Group presented his in-depth thesis on Restoration Hardware (US: RH) at Best Ideas 2020.

Megacable: Strategic Assets, Attractive Growth, Strong Balance Sheet

Patrick Brennan of Brennan Asset Management presented his in-depth thesis on Megacable (Mexico: MEGACPO) at Best Ideas 2020.

Contingent Value Rights: Investment Tutorial, and Celgene Thesis

Jacob Ma-Weaver of Cable Car Capital presented his in-depth thesis on Celgene contingent value rights (US: BMY-R) at Best Ideas 2020.

Terravest Industries: Rollup Done the Right Way, Aligned Management

Mike Kruger of MPK Partners presented his in-depth investment thesis on Terravest Industries (Canada: TVK) at Best Ideas 2020.

Gruma: Well-Managed, World-Leading Tortilla and Corn Flour Producer

Francisco Carrillo of Mexico Value Partners presented his in-depth investment thesis on Gruma (Mexico: GRUMAB) at Best Ideas 2020.

KVH: Transitioning to Subscription Model, with Growth Ahead

John Barr of Needham Funds presented his in-depth investment thesis on KVH Industries (US: KVHI) at Best Ideas 2020.

OXY: Opportunity to Invest on Better Terms Than Those Berkshire Received

Brian Pitkin of URI Capital Management presented his in-depth thesis on Occidental Petroleum (US: OXY) at Best Ideas 2020.

Adrian Saville: Three Value Investment Ideas in South Africa

Adrian Saville of Cannon Asset Managers presented his theses on Stor-Age (South Africa: SSS), Sabvest (South Africa: SBV, SVN) and Altron (South Africa: AEL) at Best Ideas 2020.

Liberty: Oilfield Services Firm with Leading Operational Execution

Saurabh Sud of T. Rowe Price presented his in-depth investment thesis on Liberty Oilfield Services (US: LBRT) at Best Ideas 2020.

Charles River: Dominant Pre-Clinical Research Services Outsourcer

Sahm Adrangi of Kerrisdale Capital Management presented his in-depth investment thesis on Charles River Labs (US: CRL) at Best Ideas 2020.

Hemisphere Media: Unique Hispanic Media Assets, Strong Management

Nitin Sacheti of Papyrus Capital presented his in-depth investment thesis on Hemisphere Media (US: HMTV) at Best Ideas 2020.

Pinnacle Renewables: Temporary Headwinds, Long-Term Tailwinds

Ian Clark of Dichotomy Capital presented his in-depth investment thesis on Pinnacle Renewables (Canada: PL) at Best Ideas 2020.

Airlines: Planes, Credit Cards, and the Shiny Object Syndrome

Adam J. Schwartz of Black Bear Value Partners presented his analysis of and insights into the airline industry at Best Ideas 2020.

PFB: Canadian Micro-Cap Insulating Products Maker with Strong FCF

James Zimmerman of Lowell Capital Management presented his in-depth investment thesis on PFB (Canada: PFB) at Best Ideas 2020.

Seritage: Quality Assets, NAV Growth, No Longer Dependent on Sears

Alex Bossert of Bossert Capital presented his in-depth investment thesis on Seritage Growth Properties (US: SRG) at Best Ideas 2020.

Griffin Industrial Realty: High Cap Rate Despite Portfolio Transition

Bill Chen of Rhizome Partners presented his in-depth investment thesis on Griffin Industrial Realty (US: GRIF) at Best Ideas 2020.

Aker: Well-Managed Industrial Investment Holding at Discount

James Davolos of Horizon Kinetics presented his in-depth investment thesis on Aker ASA (Norway: AKER) at Best Ideas 2020.

Century Casinos: Transformational Acquisition Provides Upside

Shawn Kravetz of Esplanade Capital presented his in-depth investment thesis on Century Casinos (US: CNTY) at Best Ideas 2020.

Africa Oil: Strong, Liquid Balance Sheet, with Upside Catalysts

William Thomson of Massif Capital presented his in-depth investment thesis on Africa Oil Corp. (Canada: AOI) at Best Ideas 2020.

Progressive: Consistent Grower in Direct Segment of Auto Insurance

Stephen Dodson of Bretton Fund presented his in-depth investment thesis on Progressive Corporation (US: PGR) at Best Ideas 2020.

Cars.com: Depressed Valuation Despite Inflection Year Ahead

Steve Gorelik of Firebird Management presented his in-depth investment thesis on Cars.com (US: CARS) at Best Ideas 2020.

Keywords: Compounder in Video Game Content Creation Industry

Charles Hoeveler of Norwood Capital Partners presented his in-depth investment thesis on Keywords Studios (UK: KWS) at Best Ideas 2020.

Nintendo: Transformation Supports Continued Earnings Growth

Ryan O’Connor of Crossroads Capital Partners presented his in-depth investment thesis on Nintendo (Japan: 7974) at Best Ideas 2020.

Synchrony: Card Issuer with Valuable Data Analytics Business

Dave Sather of Sather Financial Group presented his in-depth investment thesis on Synchrony Financial (US: SYF) at Best Ideas 2020.

Dundee Corp.: Steep NAV Discount Despite Asset Rationalization

Jim Roumell of Roumell Asset Management presented his in-depth thesis on Dundee Corporation (Canada: DC.A) at Best Ideas 2020.

MiX Telematics: Owner-Operated Leader with Long Growth Runway

Samir Patel of Askeladden Capital presented his in-depth investment thesis on MiX Telematics (US: MIXT) at Best Ideas 2020.

Cars.com: Leading Online Car Listing Site at Depressed Valuation

Bogumil Baranowski of Sicart Associates presented his in-depth investment thesis on Cars.com (US: CARS) at Best Ideas 2020.

Glenn Surowiec Shares Value Investing Insights and Ideas

Glenn Surowiec of GDS Investments joined us for a Q&A session at Best Ideas 2020, sharing his outlook for value investing as well as some of his favorite ideas.

Tyson Foods: Valuation Discount, Combined with Growth Drivers

Scott Phillips of Templeton & Phillips Capital Management presented his in-depth thesis on Tyson Foods (US: TSN) at Best Ideas 2020.

Hammerson: REIT with Attractive Retail Assets at Discount to NAV

Amit Wadhwaney of Moerus Capital Management presented his in-depth investment thesis on Hammerson plc (UK: HMSO) at Best Ideas 2020.

Phil Ordway on (I) Capital Allocation and (II) Discount Brokers

Phil Ordway of Anabatic Investment Partners led a session at Best Ideas 2020, examining (i) capital allocation and (ii) discount brokers.

CPL: Owner-Operated Steady Grower in Workforce Services

Jeffrey Stacey of Stacey Muirhead Capital Management presented his in-depth thesis on CPL Resources (UK: CPS) at Best Ideas 2020.

Three Ideas: Senior Lien (Bond Like) Infrastructure Investments

Keith Smith of Bonhoeffer Fund presented his in-depth theses on Broadstone Net Lease, Brookfield Infrastructure Partners (US: BIP), and MPLX, LP (US: MPLX) at Best Ideas 2020.

Jacquet Metal Service: Owner-Operated Leader with M&A Upside

Raphael Moreau of Amiral Gestion presented his in-depth investment thesis on Jacquet Metal Service (France: JCQ) at Best Ideas 2020.

Kelt Exploration, Orca Exploration: Cheap, Well-Run, Profitable Operators

Serge Belinski of Value Holdings presented his in-depth investment theses on Kelt Exploration (Canada: KEL) and Orca Exploration (Canada: ORC.B) at Best Ideas 2020.

Zooplus: European Leader in Online Pet Food and Accessories Retail

Harry Fraser of Oldfield Partners presented his in-depth investment thesis on Zooplus (Germany: ZO1) at Best Ideas 2020.