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.
Fairfax India: Well-Managed, Cheap HoldCo Exposed to India Growth
Jeffrey Stacey of Stacey Muirhead Capital Management updated his thesis on Fairfax India (Canada: FIH.U) at Best Ideas 2025.
Three Differentiated Small Banks: UBAB, Northeast Bank, FFB Bancorp
Keith Smith of Bonhoeffer Fund presented his in-depth investment theses on three well-positioned small banks at Best Ideas 2025.
Haivision: Owner-Operated Growth Business at Attractive Valuation
James Emanuel of Rock & Turner presented his in-depth investment thesis on Haivision (Canada: HAI) at Best Ideas 2025.
Driven Brands: Classic GoodCo/BadCo Setup, With Multiple Catalysts
Kyle Mowery of GrizzlyRock Capital presented his investment thesis on Driven Brands (US: DRVN) at Best Ideas 2025.
UNFI: Grocery Distributor Coming Off Historically Low Margins
Steve Gorelik of Firebird Management presented his investment thesis on United Natural Foods Inc (US: UNFI) at Best Ideas 2025.
Golar LNG: Markedly Improved Thesis Due to Secular LNG Growth
Nitin Sacheti of Papyrus Capital presented his in-depth investment thesis on Golar LNG (US: GLNG) at Best Ideas 2025.
Lifco: Sweden-Based, Family-Owned Acquirer with Good Capital Allocation
Pieter Hundersmarck of Castra presented his investment thesis on Lifco (Sweden: LIFCO-B) at European Investing Summit 2024.
VZ Holding: Owner-Operated, Steady Compounder in Financial Services
Markus Matuszek of M17 Capital Management presented his thesis on VZ Holding (Switzerland: VZN) at European Investing Summit 2024.
Vestas: Self-Fix Opportunity at Global Leader in Wind Power Turbines
Ole Søeberg of Nordic Investment Partners presented his thesis on Vestas (Denmark: VWS) at European Investing Summit 2024.