The Best Ideas 2016 online conference brought together the best minds from the MOI Global network of intelligent investors, with a focus on timely and actionable ideas.
Genworth: The Ladder of Complexity
Roshan Padamadan presented his in-depth investment thesis on Genworth (NYSE: GNW) at Best Ideas 2016. Genworth is a unique insurance company that…
Parexel: Leading Clinical Research Organization
Sahm Adrangi and Jordon Giancoli presented their in-depth investment thesis on Parexel (Nasdaq: PRXL) at Best Ideas 2016. Parexel is a leading…
Eagle Materials: Low-Cost Producer
Chuck Murphy presented his in-depth investment thesis on Eagle Materials (NYSE: EXP) at Best Ideas 2016. Eagle Materials: The company’s primary businesses…
CIR Group: Asset Play with A Catalyst
Antonio Garufi presented his in-depth investment thesis on CIR Group (Milan: CIR) at Best Ideas 2016. CIR Group is an Italian industrial…
Orasure: Leader in Oral In Vitro Diagnotics
Antonio Garufi presented his in-depth investment thesis on Orasure (Nasdaq: OSUR) at Best Ideas 2016. Orasure is a worldwide leader in oral…
STW Communications: Holding Company That Owns Stakes in Approx. 70 Agencies in Australia/NZ
Christian Olesen presented his in-depth investment thesis on STW Communications (ASX: SGN) at Best Ideas 2016. STW Communications owns approx. 70 advertising,…
Ferrari: Manufactures Art
Steven Wood presented his in-depth investment thesis on Ferrari (NYSE: RACE) at Best Ideas 2016. Ferrari, according to Steven, “manufactures art”. The…
ITE Group: Down Cycle, No Downside
Louis d’Arvieu presented his in-depth investment thesis on ITE Group (London: ITE) at Best Ideas 2016. ITE Group is a London-based conference…
Edgewell Personal Care: Sells Products of Need Not Want
Keith Weissman presented his in-depth investment thesis on Edgewell Personal Care (NYSE: EPC) at Best Ideas 2016. Edgewell Personal Care separated from…
Nintendo: Global Leader in the Booming Video Game Industry
Joshua Kennedy presented his in-depth investment thesis on Nintendo (Japan: 7974) at Best Ideas 2016. Nintendo is a global leader in the…
Korean Preference Shares
Ori Eyal presented his in-depth investment thesis on Korean Preference Shares at Best Ideas 2016. Korean Preference Shares: Ori recommends investing in…
Apple, Berkshire, KKR: Equity Selection and Analysis – Buy Discipline
Randall Abramson presented his in-depth investment thesis on Apple (Nasdaq: AAPL), Berkshire (NYSE: BRK) and KKR (NYSE: KKR) at Best Ideas 2016….
Coach: The Iconic American Brand
Chris Swasbrook presented his in-depth investment thesis on Coach (NYSE: COH) at Best Ideas 2016. Coach is famous for its Coach logo…
Petro River Oil: Cash Rich Small Cap Oil Exploration Company
Joshua Young presented his in-depth investment thesis on Petro River Oil (OTC: PTRC) at Best Ideas 2016. Please note: This presentation focuses…
Sino Land, Guoco, Exito: Potentially Attractive Investment Opportunities
Amit Wadhwaney presented his in-depth investment theses on Sino Land (HK: 0083), Guoco (HK: 0053) and Exito (Colombia: EXITO) at Best Ideas…
Associated Capital Group: Worth looking At and Not A Garbage Barge
Scott Miller presented his in-depth investment thesis on Associated Capital Group (NYSE: AC) at Best Ideas 2016. Many investors, when looking at…
Judges Scientific: Small-Cap Compounder Run by An Excellent Founder Manager
Frank Weippert presented his in-depth investment thesis on Judges Scientific (London: JDG) at Best Ideas 2016. Please note: This presentation focuses on…
Fortress: Leading, Highly Diversified Global Investment Management Firm
Scott Miller presented his in-depth investment thesis on Fortress (NYSE: FIG) at Best Ideas 2016. Many investors, when looking at asset managers,…
CUI Global: A Matryoshka Company
Barry Pasikov presented his in-depth investment thesis on CUI Global (Nasdaq: CUI) at Best Ideas 2016. Please note: This presentation focuses on…
Zeal Network: Offers Consumer-Facing Lottery-Based Games
Florian Schuhbauer presented his in-depth investment thesis on Zeal Network (Germany: TIM) at Best Ideas 2016. Zeal Network is a company in…
Dunkin’ Brands: Franchisor of Quick Service Restaurants Coffee, Baked Goods, and Ice Cream
Jeff Auxier presented his in-depth investment thesis on Dunkin’ Brands (NYSE: DNKN) at Best Ideas 2016. Dunkin’ Brands is a franchisor of…
Graphic Packaging: High-Quality Business
Charles Hoeveler presented his in-depth investment thesis on Graphic Packaging (NYSE: GPK) at Best Ideas 2016. Graphic Packaging ($4.1b LTM revenue, $742m…
Venustech Group: Largest Internet Security Company by Revenues in China
Sid Choraria presented his in-depth investment thesis on Venustech Group (Shenzhen: 002439) at Best Ideas 2016. Venustech Group is a bet on…
BGC Partners: Major Player in InterDealer Broker and Commercial Real Estate
Keith Rosenbloom presented his in-depth investment thesis on BGC Partners (Nasdaq: BGCP) at Best Ideas 2016. BGC Partners is a diversified broker…
JP Morgan: Underappreciated Strength, Consistency and Earnings Power
Brian Pitkin presented his in-depth investment thesis on JP Morgan (NYSE: JPM) at Best Ideas 2016. JP Morgan has greater earnings power…
Ritchie Brothers: World’s Largest Industrial Auctioneer
Chris Crawford presented his in-depth investment thesis on Ritchie Brothers (NYSE: RBA) at Best Ideas 2016. Ritchie Brothers was founded in 1958….
Paratek Pharma: Misunderstood Biotech (Development and Commercialization of Antibiotics)
Jim Roumell presented his in-depth investment thesis on Paratek Pharma (Nasdaq: PRTK) at Best Ideas 2016. Paratek Pharma is a misunderstood biotech…
Rosetta Stone: Out-of-Favor, Misunderstood Industry Leader
Jim Roumell presented his in-depth investment thesis on Rosetta Stone (NYSE: RST) at Best Ideas 2016. Rosetta Stone is an out-of-favor, misunderstood…
Harley-Davidson: Leader in Every Market
Glenn Surowiec presented his in-depth investment thesis on Harley-Davidson (NYSE: HOG) at Best Ideas 2016. Harley-Davidson is a world-class brand that occupies…
Pearson: Global Contrarian Investing
John Lambert presented his in-depth investment thesis on Pearson (NYSE: PSO) at Best Ideas 2016. Pearson is first and foremost a contrarian,…
Kalpataru Power Transmission: Good Business at A Fair Price
Anuj Didwania presented his in-depth investment thesis on Kalpataru Power Transmission (India NSE: KALPATPOWR) at Best Ideas 2016. Kalpataru Power Transmission is…
QHR: Largest Single Electronic Medical Records Platform in Canada
Travis Cocke presented his in-depth investment thesis on QHR (TSX Venture: QHR) at Best Ideas 2016. Please note: This presentation focuses on…
Armstrong, USG: Opportunities in Building Products
Phil Ordway presented his in-depth investment theses on Armstrong (NYSE: AWI) and USG (NYSE: USG) at Best Ideas 2016. Opportunities in Building…
Tower International: No Longer an Over-Levered, Slow Growth Business
Eric DeLamarter presented his in-depth investment thesis on Tower International (NYSE: TOWR) at Best Ideas 2016. Tower International is an auto parts…
ALJ Regional Holdings: Obscure Micro-Cap Permanent Capital Vehicle With Excessive NOLs
Jeremy Deal presented his in-depth investment thesis on ALJ Regional Holdings (OTC: ALJJ) at Best Ideas 2016. Please note: This presentation focuses…
Sirius XM: Near Monopoly Player in Satellite Radio Services
Robert King presented his in-depth investment thesis on Sirius XM (Nasdaq: SIRI) at Best Ideas 2016. Robert King is the founder and…