The Best Ideas 2015 online conference brought together the best minds from the MOI Global network of intelligent investors, with a focus on timely and actionable ideas.

VeriSign, Rightside: Internet Domain Companies

Philip Ordway presented his in-depth investment thesis on VeriSign (VRSN) and Rightside (NAME) at Best Ideas 2015. Internet domain companies, including VeriSign…

Pine Cliff Energy: Three Year-Old Canada-Focused Natural Gas Producer

Raphaël Moreau presented his in-depth investment thesis on Pine Cliff Energy (Canada: PNE) at Best Ideas 2015. Pine Cliff Energy: Three year-old…

Fairway Group: Like No Other Market

Glenn Surowiec presented his in-depth investment thesis on Fairway Group (FWM) at Best Ideas 2015. Fairway Group is one of the more…

Westaim: A Canadian Investment Company Providing Capital and Strategic Expertise

Toby Shute presented his in-depth investment thesis on Westaim (Canada: WED) at Best Ideas 2015. Westaim is a Canadian investment company that…

AusTex Oil: Oil and Gas Exploration and Production Company

Joshua Young presented his in-depth investment thesis on AusTex Oil (Australia: AOK) at Best Ideas 2015.

Interactive Brokers: Largest Online Broker in The World

Fang Li presented his in-depth investment thesis on Interactive Brokers (IBKR) at Best Ideas 2015. Interactive Brokers is the largest online broker…

Samsung Preferred: Megacap Technology Company

Stephen Yacktman and Jason Subotky presented their in-depth investment thesis on Samsung Preferred (Korea: 005935) at Best Ideas 2015. Samsung Preferred is…

Linedata Services: A Software Company in The Asset Management and Lending/Asset Finance Space

Louis d’Arvieu presented his in-depth investment thesis on Linedata Services (France: LIN) at Best Ideas 2015. Linedata Services is a software company…

J.P. Morgan TARP Warrants: Attractively Priced, Leveraged Investment

Christian Olesen presented his in-depth investment thesis on J.P. Morgan TARP Warrants (JPM) at Best Ideas 2015. J.P. Morgan TARP Warrants: At…

U.S. Ecology: An Exceptional Cash Flow and Return on Capital Generator with A Radioactive Competitive Moat

Charles Murphy presented his in-depth investment thesis on U.S. Ecology (ECOL) at Best Ideas 2015. U.S. Ecology provides treatment and disposal services…

Korn/Ferry: World’s Largest High-End Executive Recruiter

Sahm Adrangi presented his in-depth investment thesis on Korn/Ferry (KFY) at Best Ideas 2015. Korn/Ferry is the world’s largest high-end executive recruiter…

Keynote Q&A

Howard Marks presented his in-depth investment thesis on Keynote Q&A at Best Ideas 2015. Selected quotations from the session transcript (lightly edited,…

SeaChange: Misunderstood Technology Company

Jim Roumell presented his in-depth investment thesis on SeaChange (SEAC) at Best Ideas 2015. SeaChange: Misunderstood technology company. SEAC’s technology is a…

Tarkett: Global Leader in Flooring Products Production & Distribution

Sebastien Lemonnier presented his in-depth investment thesis on Tarkett (France: TKTT) at Best Ideas 2015. Tarkett is a recent French IPO, c….

Bharat Heavy Electricals: Largest Heavy Engineering and Manufacturing Enterprise in India in The Energy Related/Infrastructure Sector

Anuj Didwania presented his in-depth investment thesis on Bharat Heavy Electricals (India: BHEL) at Best Ideas 2015.

Keysight Technologies: Global Leader in Electronic Measurement Tools

Christian Ryther presented his in-depth investment thesis on Keysight Technologies (KEYS) at Best Ideas 2015. Keysight Technologies is the global leader in…

Ubiquiti Networks: Large and Growing Global Wireless Broadband Market

Chris Crawford presented his in-depth investment thesis on Ubiquiti Networks (UBNT) at Best Ideas 2015.

SoftBank: Japanese Telecom and Internet Holding Company

Niraj Gupta presented his in-depth investment thesis on SoftBank (Tokyo: 9984) at Best Ideas 2015. SoftBank is a Japanese telecom and internet…

Astronics Corporation: Supplier of Products to the Aerospace and Defense Industries

Keith Weissman presented his in-depth investment thesis on Astronics Corporation (ATRO) at Best Ideas 2015. Astronics Corporation: Astronics Corporation is a supplier…

Loews: A Holding Company with Interests in Several Companies

Paul Lountzis presented his in-depth investment thesis on Loews (L) at Best Ideas 2015. Loews: A holding company with interests in several…

Vinci: Contrarian Investment

Don Fitzgerald presented his in-depth investment thesis on Vinci (France: DG) at Best Ideas 2015.

BMW: Undervalued Cyclical Growth Company

Don Fitzgerald presented his in-depth investment thesis on BMW (Germany: BMW) at Best Ideas 2015.

Adidas: Designer and Manufacturer of Sportswear and Sporting Equipment

Chris Swasbrook presented his in-depth investment thesis on Adidas (Germany: ADS) at Best Ideas 2015. Adidas: Adidas is a designer and manufacturer…

J. M. Smucker: Manufacturer of Fruit Spreads, Peanut Butter and Other Food Products

Jeff Auxier presented his in-depth investment thesis on J. M. Smucker (SJM) at Best Ideas 2015.

Darling Ingredients: Global Food Processing and Ingredients Company

Eric DeLamarter presented his in-depth investment thesis on Darling Ingredients (DAR) at Best Ideas 2015. Darling Ingredients: Darling is a global food…

ABM Resources:Cheap Optionality On Large, High Grade Gold District

Alex Tsukernik presented his in-depth investment thesis on ABM Resources (Australia: ABU) at Best Ideas 2015.