Flywire: Leading Cross-Border Higher-Education Payments Provider
Charles Hoeveler of Norwood Capital Partners presented his investment thesis on Flywire Corp (US: FLYW) at Best Ideas 2025.
CODI: Undervalued Middle-Market PE Firm With Strong Track Record
Patrick Brennan of Brennan Asset Management presented his thesis on Compass Diversified Holdings (US: CODI) at Best Ideas 2025.
Walmex: Consistent, Resilient, Robust Business at Attractive Valuation
Francisco Carrillo of Mexico Value Partners presented his investment thesis on Walmart de Mexico (Mexico: WALMEX) at Best Ideas 2025.
Mohnish Pabrai on Intelligent Investing Globally in 2025 and Beyond
In a keynote Q&A at Best Ideas 2025, Mohnish Pabrai discussed his latest thoughts on value-oriented investing around the world.
Five Point: New Management Team Refocusing California Land Developer
Bob Robotti of Robotti & Company Advisors discussed his investment thesis on Five Point Holdings (US: FPH) at Best Ideas 2025.
Tecnicas Reunidas: Engineering Leader to Benefit from Energy Upcycle
Javier Echevarria of Invexcel Patrimonio presented his investment thesis on Tecnicas Reunidas (Spain: TRE) at Best Ideas 2025.
DXL Group: Well-Run Niche Retailer With Value-Unlocking Catalysts
Rimmy Malhotra of Nicoya Capital presented his investment thesis on Destination XL Group (US: DXLG) at Best Ideas 2025.
Two NCAV Bargains: Playmates Toys (Hong Kong) and Charle (Japan)
Juan Matienzo of Mercor Investment Group presented Playmates Toys (HK: 0869) and Charle (Japan: 9885) at Best Ideas 2025.
Aavas Financiers: A Leader in Affordable Housing Finance in India
Ashish Kila of Perfect Group presented his in-depth investment thesis on Aavas Financiers (India: AAVAS) at Best Ideas 2025.
SCOR: Undervalued Tier 1 Reinsurer to Become Leaner Under New CEO
Frank Fischer of Shareholder Value Management presented his investment thesis on SCOR SE (France: SCR) at Best Ideas 2025.
Spirit Airlines Debt: Attractive Opportunity to Own Post-Reorg Equity
Parul Garg of Pender presented her thesis on the debt securities of bankrupt Spirit Airlines (US: SAVEQ) at Best Ideas 2025.
TV Today: India’s Foremost News Franchise With Large Online Presence
Krish Mehta presented his in-depth investment thesis on TV Today Network (India: TVTN) at Best Ideas 2025, hosted by MOI Global.
Seaport Entertainment: Undervalued, Misunderstood Property Portfolio
Chris Waller of Plural Investing presented his in-depth investment thesis on Seaport Entertainment (US: SEG) at Best Ideas 2025.
Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2025
Glenn Surowiec of GDS Investments shared his thoughts on intelligent investing in 2025 in a conversation with John Mihaljevic.
Jeff Auxier Shares His Thoughts on Value Investing and Becton Dickinson
Jeff Auxier of Auxier Asset Management discussed his investment thesis on Becton Dickinson (US: BDX) at Best Ideas 2025.
Asbury Automotive: Well-Run, High-ROE Local Monopoly Businesses
Javier López Bernardo of BrightGate Capital presented his investment thesis on Asbury Automotive (US: ABG) at Best Ideas 2025.
American Coastal: Misunderstood, Disciplined Florida Condo Insurer
Anthony Perala of Punch & Associates presented his investment thesis on American Coastal Insurance (US: ACIC) at Best Ideas 2025.
G Mining Ventures: LatAm Gold Miner With Rapidly Growing Production
Family office investor Samir Mohamed presented his investment thesis on G Mining Ventures (Canada: GMIN) at Best Ideas 2025.
Portland General Electric: Upside Surprises in Load Growth Ahead
Ian Clark of Dichotomy Capital presented his investment thesis on Portland General Electric (US: POR) at Best Ideas 2025.
TransAlta: Power Producer to Benefit from Data Center Growth in Alberta
Alex Gates of Clayton Partners presented his investment thesis on TransAlta Corporation (Canada: TA) at Best Ideas 2025.
Samsonite: Hong Kong-Listed Leader Valued as a Laggard
Amit Wadhwaney and Michael Campagna presented their investment thesis on Samsonite (Hong Kong: 1910) at Best Ideas 2025.
Eagle Materials: Best-in-Class Cement and Wallboard Compounder
Stephen Dodson of Bretton Fund presented his in-depth investment thesis on Eagle Materials (US: EXP) at Best Ideas 2025.
PDD: Undervalued, Owner-Operated, Fast-Growing Online Marketplaces
Jean Pierre Verster of Protea Capital Management presented his investment thesis on PDD Holdings (US: PDD) at Best Ideas 2025.
Valeura Energy: Great M&A Record, High FCF, Strong Balance Sheet
Mordechai Yavneh of Focus Capital Management presented his investment thesis on Valeura Energy (Canada: VLE) at Best Ideas 2025.
Harbour Energy: Well-Financed, Cash-Flowing, With Value-Accretive M&A
Will Thomson of Massif Capital presented his in-depth investment thesis on Harbour Energy (UK: HBR) at Best Ideas 2025.
Vistry Group: UK Homebuilder With Attractive Partnerships Model
Mike Kruger of MPK Partners presented his in-depth investment thesis on Vistry Group (UK: VTY) at Best Ideas 2025.
Entravision: TV/Radio Operator With Valuable Digital Ad Units, Spectrum
Michael Melby of Gate City Capital Management presented his investment thesis on Entravision Communications (US: EVC) at Best Ideas 2025.
Sartorius: Entrenched Pure Play in Best Business in Life Sciences
Elliot Turner of RGA Investment Advisors presented his investment thesis on Sartorius (Germany: SRT, SRT3) at Best Ideas 2025.
NextEra Energy Partners: Synergistic Relationship With Parent NEE
A.J. Noronha of Desai Capital Management presented his investment thesis on NextEra Energy Partners (US: NEP) at Best Ideas 2025.
IWG/Regus: Owner-Operated, Proven, Cash-Generative Model
Simon Caufield of SIM Limited presented his investment thesis on International Workplace Group (UK: IWG) at Best Ideas 2025.