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.
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.
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.
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.
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.
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.
Consorcio Ara: Undervalued Mexican Homebuilder With Large Land Bank
Aaron Edelheit of Mindset Capital discussed his investment thesis on Consorcio Ara (Mexico: ARA) at Best Ideas 2023.
Kroger: Well-Positioned Food Retailing Leader at Discount to Market
Jeff Auxier of Auxier Asset Management discussed his market outlook and thesis on Kroger (US: AIG) 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.
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.
ZIM: Container Shipper With Friendly Dividend Policy and Catalysts
A.J. Noronha of Desai Capital Management presented his thesis on ZIM Integrated Shipping Services (US: ZIM) at Best Ideas 2023.
CRC: Top O&G Producer in California, Carbon Capture and Storage Leader
Alex Gates of Clayton Partners presented his investment thesis on California Resources Corporation (US: CRC) at Best Ideas 2023.
Wonderla Holidays: Founder-Led Amusement Park Leader in India
Ashish Kila of Perfect Group presented his in-depth investment thesis on Wonderla Holidays (India: WONH) 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.
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.
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.
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.
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.
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.
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.
Eaton: Well-Managed, Competitively Advantaged Industrial Leader
Christopher Rossbach of J. Stern & Co. presented his investment thesis on Eaton Corporation (US: ETN) 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.
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.
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.
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.
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.
Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2023
Glenn Surowiec of GDS Investments shared his thoughts on intelligent investing in a conversation with John 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.
Three NCAV Bargains: Car Mate Mfg, Daiken Co, Playmates Toys
Juan Matienzo of Mercor presented Car Mate (Japan: 7297), Daiken (Japan: 5900), and Playmates Toys (HK: 0869) at Best Ideas 2023.