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.
Howard Marks on Contrarianism and Investing in Oil and Gas
We had the distinct pleasure of hosting superinvestor Howard Marks, co-chairman of Oaktree Capital Management, at Best Ideas 2015, held live online…
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…
