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.

Highfield Resources: The Sirius Analog in Postash

Alexander Tsukernik presented his in-depth investment thesis on Highfield Resources (ASX: HFR) at Best Ideas 2016. Alex is a Founder and Managing…

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)

James 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

James 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…