Zoomlion: Construction Machinery Leader Undergoing Structural Reform
Florian Weidinger of Santa Lucia Asset Management presented his thesis on Zoomlion (HK: 1157) at Asian Investing Summit 2025.
IndiGo: India’s Dominant Airline, With Long Runway of Growth
Rajeev Mantri of Navam Capital presented his investment thesis on InterGlobe Aviation (India: INDIGO) at Asian Investing Summit 2025.
Matrimony.com: Owner-Operated, Structurally Advantaged Platform
Private investor Manivannan Kannan presented his thesis on Matrimony.com (India: MATRIMONY) at Asian Investing Summit 2025.
Gujarat Ambuja Exports: Maize Processor in Capacity Expansion
V.P. Rajesh and Saurabh Basrar of Banyan Capital Advisors presented Gujarat Ambuja Exports (India: GAEL) at Asian Investing Summit 2025.
Halyk Bank: Well-Positioned, Growing Leader at Attractive Valuation
Isaac Schwartz of Robotti & Company discussed his thesis on Halyk Savings Bank (Kazakhstan: HSBK) at Asian Investing Summit 2025.
Alphapolis: Manga/Anime Publisher With Unique Business Model
Jiro Yasu, Patrick Rial, and Jeff Musial of Varecs Partners presented their thesis on Alphapolis (Japan: 9467) at Asian Investing Summit 2025.
UTI: Major Player in Underpenetrated Mutual Fund Market in India
Kimi Venkataraman and Sidd Thomas of India Intrinsic Value presented UTI Asset Management (India: UTIAMC) at Asian Investing Summit 2025.
Intelligent Monitoring: Update on Security Monitoring Leader
Peter Kennan of Black Crane Capital presented his thesis on Intelligent Monitoring Group (Australia: IMB) at Asian Investing Summit 2024.
Fosun: Global Conglomerate Creating Value Through Deleveraging
Roshan Padamadan of Luminance Capital presented his thesis on Fosun (HK: 0656 / OTC: FOSUY) at Asian Investing Summit 2025.
Narayana: Low-Cost Hospital Operator With Improved ROI Focus
Vinod Moras of Kiara Advisors presented his investment thesis on Narayana Hrudayalaya (India: NARH) at Asian Investing Summit 2025.
Suryoday: Financially Secure, Deeply Undervalued Small Finance Bank
Amey Kulkarni of Candor Investing presented his thesis on Suryoday Small Finance Bank (India: SURYODAY) at Asian Investing Summit 2025.
Repco Home Finance: Deep Value Opportunity in Affordable Housing
Rajeev Agrawal of DoorDarshi Advisors presented his thesis on Repco Home Finance (India: REPCOHOME) at Asian Investing Summit 2025.
MAS Financial: Non-Banking Financial Company With Strong Track Record
Gokul Raj Ponnuraj of Bavaria Industries Group presented his thesis on MAS Financial (India: MASFIN) at Asian Investing Summit 2025.
Mahindra Holidays: New Leadership to Drive Long-Term Growth Story
Nandan Madhiwalla of Punctilious One presented his thesis on Mahindra Holidays and Resorts (India: MHRIL) at Asian Investing Summit 2025.
Major Cineplex: Cinema Leader, Owner-Operated Share Cannibal
Michael Fritzell of Asian Century Stocks presented his investment thesis on Major Cineplex (Thailand: MAJOR) at Asian Investing Summit 2025.
Jupiter Wagons: Well-Run, Owner-Operated Rail Freight Car Leader
Rahul Saraogi of Atyant Capital Advisors presented his investment thesis on Jupiter Wagons Limited (India: JWL) at Asian Investing Summit 2025.
Piramal Pharma: Capacity Expansion Supports Strong Growth Prospects
Naveen Chandramohan of Itus Capital presented his investment thesis on Piramal Pharma (India: PPLPHARMA) at Asian Investing Summit 2025.
Palfinger: Largest Producer of Truck-Mounted Knuckle Boom Cranes
Gwen Hofmeyr of Folly Partners presented her investment thesis on Palfinger (Austria: PAL) for the benefit of MOI Global members.
Erling Sorensen on His Long Term-Oriented Investment Philosophy
We had the pleasure of speaking with Erling Sorensen, founder and portfolio manager of Aligned Capital Partnership, based in Melbourne.
Daniel Vasquez on Allocating Private and Institutional Capital
We spoke with W.D. Daniel Vasquez about his path in investing, how he invests at W.D.Vasquez & Co. and how he allocates institutional capital.
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.