Three NCAV Bargains in Japan: Kikukawa Enterprise, Charle, Sanko

Juan Matienzo of Mercor Investment Group presented Kikukawa (Japan: 6346), Charle Co. (Japan: 9885), and Sanko Co. (Japan: 6964).

Talen: Power Producer With Strong FCF and Crown-Jewel Nuclear Asset

Alex Gates of Clayton Partners presented his in-depth investment thesis on Talen Energy (US: TLNE) at Best Ideas 2024.

Dino Polska: Owner-Operated Compounder With Long Runway

Christopher Karlin of Aquitania Capital Management presented his investment thesis on Dino Polska (Poland: DNP) at Best Ideas 2024.

Liverpool: Dynamic Player in Mexican Retail, With Major Logistics Asset

Francisco Carrillo of Mexico Value Partners presented his thesis on El Puerto de Liverpool (Mexico: LIVEPOLC) at Best Ideas 2024.

Conx: Charlie Ergen SPAC in Talks to Acquire DISH-Owned Boost Wireless

Nitin Sacheti of Papyrus Capital presented his investment thesis on Conx Corp. (US: CONX, CONXW) at Best Ideas 2024.

Hargreaves: Misunderstood Sum-of-the-Parts Bargain With Catalysts

Simon Caufield of SIM Limited presented his investment thesis on Hargreaves Services (UK: HSP) at Best Ideas 2024.

DSGR: High-ROIC Specialty Distributor With Consolidation Opportunity

Charles Hoeveler of Norwood Capital Partners presented his thesis on Distribution Solutions Group (US: DSGR) at Best Ideas 2024.

LSB: Transformed, Competitively Advantaged Ammonia Producer

Bob Robotti of Robotti & Company Advisors discussed his investment thesis on LSB Industries (US: LXU) at Best Ideas 2024.

CAB Payments: Bombed-Out Price Creates Asymmetrical Opportunity

Patrick Brennan of Brennan Asset Management presented his investment thesis on CAB Payments (UK: CABP) at Best Ideas 2024.

Cromwell Property: Real Estate Owner and Asset Manager at Deep Discount

Amit Wadhwaney of Moerus Capital Management presented his thesis on Cromwell Property Group (Australia: CMW) at Best Ideas 2024.

Sartorius Stedim Biotech: Transitory Effects Overshadow Secular Growth

Frank Fischer of Shareholder Value Management presented his thesis on Sartorius Stedim Biotech (France: DIM) at Best Ideas 2024.

Fleetcor: Fast-Growing, Capital-Light, High-Margin Payments Business

Steve Gorelik of Firebird Management presented his investment thesis on Fleetcor Technologies (US: FLT) at Best Ideas 2024.

Piaggio: Family-Controlled, Well-Run Owner of Iconic Two-Wheeler Brands

Javier Echevarria of Invexcel Patrimonio presented his in-depth investment thesis on Piaggio (Italy: PIA) at Best Ideas 2024.

DSGR: Transformed, Growing, Owner-Operated Specialty Distributor

Brad Hathaway of Far View Capital Management presented his thesis on Distribution Solutions Group (US: DSGR) at Best Ideas 2024.

Northeast Bank: Well-Managed, Opportunistic Purchaser of CRE Loans

Javier López Bernardo of BrightGate Capital presented his investment thesis on Northeast Bank (US: NBN) at Best Ideas 2024.

Capri/Tapestry: M&A Arbitrage Situation With Attractive Risk/Reward

Jeffrey Stacey of Stacey Muirhead Capital Management presented his thesis on Capri Holdings (US: CPRI) at Best Ideas 2024.

TPI Composites: Wind Turbine Blade Maker at Cycle Inflection Point

Ian Clark of Dichotomy Capital presented his investment thesis on TPI Composites (US: TPIC) at Best Ideas 2024.

American Express: Well-Run, Cheap Compounder Hiding in Plain Sight

Stephen Dodson of Bretton Fund presented his investment thesis on American Express (US: AXP) at Best Ideas 2024.

Aaron Edelheit Shares His Thoughts on the Cannabis Industry

Aaron Edelheit of Mindset Capital discussed his outlook and investment thesis on the cannabis industry at Best Ideas 2024.

nLIGHT: Founder-Led Laser Business, Expanding Into Defense Market

John Barr of Needham Funds presented his in-depth investment thesis on nLIGHT, Inc. (US: LASR) at Best Ideas 2024.

Jeff Auxier Shares His Thoughts on Value Investing and Arch Capital

Jeff Auxier of Auxier Asset Management discussed his investment thesis on Arch Capital Group (US: ACGL) at Best Ideas 2024.

Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2024

Glenn Surowiec of GDS Investments shared his thoughts on intelligent investing in 2024 in a conversation with John Mihaljevic.

KINX: High-Quality, Growing Data Center Services Provider in Korea

James Fletcher of Ethos Investment Management presented his investment thesis on KINX (Korea: 093320) at Best Ideas 2024.

DRDGOLD: Niche Player, Synergistic Relationship With Parent Sibanye

A.J. Noronha of Desai Capital Management presented his investment thesis on DRDGOLD (US: DRD) at Best Ideas 2024.

Hingham: Well-Run, Conservative Bank With Deposit Cost Advantage

Gwen Hofmeyr of Folly Partners presented her investment thesis on Hingham Institution for Savings (US: HIFS) at Best Ideas 2024.

Heineken: Global Beer Runner-Up With Improvement Potential

Christian Billinger of Billinger Förvaltning presented his investment thesis on Heineken Holding (Netherlands: HEIO) at Best Ideas 2024.

HDFC Bank: India’s Consumption Engine, With Mid-Teens ROE

Krish Mehta of Enam Holdings presented his investment thesis on HDFC Bank (India: HDFCB, US: HDB) at Best Ideas 2024.

ISSC: New CEO, Expanding Margins, Value-Accretive Acquisition

Andrew Rem of Odinson Partners presented his investment thesis on Innovative Solutions & Support (US: ISSC) at Best Ideas 2024.

Zoom: Highly FCF-Generative Leader (“Verb”) in Video Communications

Bogumil Baranowski of Sicart Associates presented his investment thesis on Zoom Video Communications (US: ZM) at Best Ideas 2024.

Dollar Tree: Well-Regarded New CEO Pursuing Multi-Price Strategy

Edward Chang of Pledge Capital presented his investment thesis on Dollar Tree (US: DLTR) at Best Ideas 2024.

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