Rahul Saraogi’s Idea Presentation (REPLAY PENDING)
Rahul Saraogi of Atyant Capital Advisors discussed investing in India and presented an idea thesis at Asian Investing Summit 2021.
Sid Choraria’s Idea Presentation (REPLAY PENDING)
Sid Choraria of SC Asia Strategy discussed value investing in Asia and presented selected idea theses at Asian Investing Summit 2021.
Zydus Wellness: Transformed via Acquisition of Heinz India’s Portfolio
Vinod Moras of Kiara Advisors presented his investment thesis on Zydus Wellness (India: ZYDUSWELL) at Asian Investing Summit 2021.
Kaveri Seed: Owner-Operated Company With Growth Opportunities
Rajeev Agrawal of DoorDarshi India Fund presented his thesis on Kaveri Seed Company (India: KSCL) at Asian Investing Summit 2021.
REA Group: Leading Australasian Real Estate Listings Platform
Andrew Macken of Montaka Global Investments presented his thesis on REA Group (Australia: REA) at Asian Investing Summit 2021.
Sky Network TV: Strong FCF Generator With Cleaned Up Balance Sheet
Peter Kennan of Black Crane Capital presented his thesis on Sky Network Television (New Zealand: SKT) at Asian Investing Summit 2021.
CARE Ratings: Debt-Free, Oligopolistic Business at Start of Cyclical Upturn
Amey Kulkarni of Candor Investing presented his investment thesis on CARE Ratings (India: CARERATING) at Asian Investing Summit 2021.
Max Hu’s Annual China Macro Update + Unity Software Thesis
Max Hu of ZZ Capital shared his annual macro update and presented Unity Software (US: U) at Asian Investing Summit 2021.
Havells India: Leader in Electrical Goods and Consumer Durables
Rajeev Mantri of Navam Capital presented his investment thesis on Havells India (India: 517354) at Asian Investing Summit 2021.
Florian Weidinger on Three Flavors of Ideas in Southeast Asia
Florian Weidinger of Hansabay shared his investment theses on three timely ideas in Southeast Asia at Asian Investing Summit 2021.
ipet: Fast-Growing Japanese Pet Insurer at Attractive Valuation
Jiro Yasu and Patrick Rial of Varecs Partners Fund presented their in-depth investment thesis on ipet at Asian Investing Summit 2021.
Shriram City Union: Competitively Advantaged Finance Company
Sidd Thomas and Kimi Venkataraman of India Intrinsic Value Advisors presented Shriram City Union Finance at Asian Investing Summit 2021.
Mesut Ellialtioglu on Opportunities in Turkey Amid Market Dislocation
We had the pleasure of speaking with Mesut Ellialtioglu of Talas Turkey Value Fund about current investment opportunities in Turkey.
Soumil Zaveri on Finding Great Businesses Early
Soumil Zaveri of DMZ Partners discussed India-based case studies in investing in compounders and finding great businesses early.
Marc Rubinstein on Investing in Citigroup at Key Moments in History
We had the pleasure of speaking with fellow member and former hedge fund manager Marc Rubinstein, author of Net Interest.
Marc Rubinstein on the Challenges Facing Facebook’s Diem
We had the pleasure of speaking with fellow member and former hedge fund manager Marc Rubinstein, author of Net Interest.
Marc Rubinstein on Financial Regulation and the Policy Triangle
We had the pleasure of speaking with fellow member and former hedge fund manager Marc Rubinstein, author of Net Interest.
Marc Rubinstein on the DTCC and the Story of Clearing
We had the pleasure of speaking with fellow member and former hedge fund manager Marc Rubinstein, author of Net Interest.
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.
Marc Rubinstein on Tinkoff Bank, Russia’s Capital One
We had the pleasure of speaking with fellow member and former hedge fund manager Marc Rubinstein, author of Net Interest.
Eros STX: Strategically Transformed, Fast-Growing Streaming Business
Naveen Jeereddi of Jeereddi Partners presented his in-depth investment thesis on Eros STX Global (US: ESGC) 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: LOTZ) 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.
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.
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.
Burford Capital: Misunderstood Global Litigation Finance Leader
Burford is a global litigation finance company, which in essence means that they fund and otherwise monetize commercial lawsuits in exchange for a portion of the proceeds received. With their dual-listing in October, Burford now trades both on AIM (the junior London stock exchange) in Great British Pounds (GBP) and on the New York Stock Exchange in US Dollars (USD).
Silicon Motion: Well-Positioned, Firing on All Cylinders
Silicon Motion designs and sells controllers which manage the NAND flash memory ubiquitous in modern computing. Wherever there is NAND flash, there must be a controller, often one from Silicon Motion. SIMO is an ADR (American Depository Receipt) trading on the NASDAQ.
Lindblad: Small-Ship Cruise Company Focused on Expedition Market
Lindblad is a small-ship cruise company focused on the expedition market. Lindblad primarily offers nature-oriented cruises to exotic locales such as Antarctica, the Arctic, the Galápagos Islands, and similar regions. These cruises are more expensive and profitable than the standard fare offered by mainline cruise companies.
Viemed: Healthcare Company With Long-Term Growth Profile
Viemed is a healthcare company operating in the US market. Viemed’s main focus is ventilators, particularly non-invasive ventilators that are provided in the home for late-stage COPD patients. Viemed trades both on the Toronto Stock Exchange in Canadian Dollars (CAD) and on the NASDAQ in US Dollars (USD).
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.