Eros STX: Restructured, Fast-Growing Streaming Business at Discount

Naveen Jeereddi of Jeereddi Partners presented his in-depth investment thesis on Eros STX Global (US: ESGC) at Best Ideas 2021.

Juan Matienzo Shares Three Graham-Style Deep Value Investment Ideas

Juan Matienzo of Mercor Investment Group presented his investment theses on three deep value ideas at Best Ideas 2021.

Stadio: Owner-Operated Education Provider With Long Runway

Rudi van Niekerk of Desert Lion Capital presented his investment thesis on Stadio Holdings (South Africa: SDO) at Best Ideas 2021.

Alta Equipment: Owner-Operated Platform With Consolidation Tailwind

Sam Sheldon of Punch & Associates Investment Management presented his thesis on Alta Equipment Group (US: ALTG) at Best Ideas 2021.

Spark Networks: Leading Portfolio of Niche Dating Websites

Patrick Retzer of Retzer Capital Management presented his investment thesis on Spark Networks (US: LOV) at Best Ideas 2021.

eDreams: Online Travel Agency With Growing Membership Revenue

Thomas Bushey of Sunderland Capital Partners presented his thesis on eDreams Odigeo (Spain: EDR) at Best Ideas 2021.

Naked Wines: DTC Model Provides Superior Value Proposition

Simon Caufield of SIM Limited presented his in-depth investment thesis on Naked Wines (UK: WINE) at Best Ideas 2021.

Charles River: Misunderstood, Well-Run Boutique Consulting Firm

Ken Majmudar and Sam Namiri of Ridgewood Investments presented their thesis on CRI International (NYSE: CRAI) at Best Ideas 2021.

Safeguard Scientifics: Liquidation Plan Implies Attractive IRR

Rimmy Malhotra of Nicoya Capital presented his in-depth investment thesis on Safeguard Scientifics (US: SFE) at Best Ideas 2021.

Sabcap: Unbroken Compounder at Steep Discount to Net Asset Value

Adrian Saville of Cannon Asset Managers presented his thesis on Sabvest Capital (South Africa: SBP) at Best Ideas 2021.

CarLotz: Used Vehicle Retail Disruptor Following Carvana Playbook

Brian Hennessey of Alpine Woods Capital presented Acamar Partners Acquisition Corp. / CarLotz (US: ACAM at Best Ideas 2021.

Agro Tech Foods: Long Compounding Runway in Branded Food

Ashish Kila of Perfect Group presented his in-depth investment thesis on Agro Tech Foods (India: ATFL) at Best Ideas 2021.

Nice Info: Well-Managed, High-ROIC Credit Information Leader in Korea

James Fletcher of APG Asset Management presented his thesis on Nice Information Service (Korea: 030190) at Best Ideas 2021.

AutoZone: Well-Run Auto Parts Retailer With Growth Prospects

Jean Pierre Verster of Protea Capital Management presented his in-depth investment thesis on AutoZone (US: AZO) at Best Ideas 2021.

Sisecam: Global Glass Producer With Improving Fundamentals

Mesut Ellialtioglu of Talas Turkey Value Fund presented his investment thesis on Sisecam (Turkey: SISE) at Best Ideas 2021.

Salesforce.com: Defensible Market Dominance, Profitable Growth

Omri Velvart of Legacy Value Partners presented his in-depth investment thesis on Salesforce.com (US: CRM) at Best Ideas 2021.

Repsol: Diversified Energy Company Transitioning to New Technologies

Javier Echevarria of Invexcel Patrimonio presented his in-depth investment thesis on Repsol (Spain: REP) at Best Ideas 2021.

Naked Wines: Subscription-Based Business With Strong Unit Economics

Elliot Turner of RGA Investment Advisors presented his in-depth investment thesis on Naked Wines (UK: WINE) at Best Ideas 2021.

Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep

Mohnish Pabrai of Pabrai Investment Funds joined fellow MOI Global members for a talk and Q&A session at Best Ideas 2021.

Guy Spier Shares Two Ideas: CARE Ratings, Seritage Growth Properties

Guy Spier of Aquamarine Capital Management joined fellow MOI Global members for a talk and Q&A session at Best Ideas 2021.

FlatexDEGIRO: Combined Firm Among Fastest-Growing Online Brokers

Value investor Paolo Cipriani presented his in-depth investment thesis on FlatexDEGIRO (Germany: FTK) at Best Ideas 2021.

Fairfax Financial: Owner-Operated Insurer With Solid Long-Term Record

Jeffrey Stacey of Stacey Muirhead Capital Management presented Fairfax Financial Holdings (Canada: FFH) at Best Ideas 2021.

AES: Transforming Toward Renewable Energy, With Fluence IPO on Horizon

Alex Gates of Clayton Partners presented his in-depth investment thesis on The AES Corporation (US: AES) at Best Ideas 2021.

Haidilao: Chinese Restaurant Chain With Unique Culture, Long Runway

Ser Jing Chong of Galilee Investment Management presented his thesis on Haidilao (Hong Kong: 6862) at Best Ideas 2021.

Glanbia: Misunderstood, Undervalued Business With Clear Levers

Josh Shores of Southeastern Asset Management presented an in-depth investment thesis on Glanbia (London: GLB) at Best Ideas 2021.

Sprouts: Specialty Grocer With Solid Execution and Capital Allocation

Jeff Sutton of ValueTree Investments presented his in-depth investment thesis on Sprouts Farmers Market (US: SFM) at Best Ideas 2021.

ECN Capital: Transformed, High-Quality Business With Growth Runway

Chris Colvin of Breach Inlet Capital presented his in-depth investment thesis on ECN Capital (Canada: ECN) at Best Ideas 2021.

Burford Capital: Misunderstood, High-ROIC Litigation Finance Leader

Mordechai Yavneh of Focus Capital Management presented his investment thesis on Burford Capital (UK: BUR) at Best Ideas 2021.

IIFLW: Owner-Operated Wealth Manager for Ultra-HNIs in India

Gokul Ponnuraj of Bavaria Industries presented his thesis on IIFL Wealth & Asset Management (India: IIFLWAM) at Best Ideas 2021.

Gartner: Capital-Light, Growing Technology Research Leader

John Heldman and Dave Hutchison of Triad Investment Management presented their thesis on Gartner (US: IT) at Best Ideas 2021.