The Best Ideas 2017 online conference brought together the best minds from the MOI Global network of intelligent investors, with a focus on timely and actionable ideas.
Selected Takeaways from Best Ideas 2017
I want to take a few moments to share personal reflections — both while especially timely and while the thoughts are fresh in…
Bunge: Leading Player In Global Agriculture Markets
John Lambert presented his in-depth investment thesis on Bunge (NYSE: BG) at Best Ideas 2017. Bunge is a leading global agribusiness and…
Korean Preference Shares
Ori Eyal presented his in-depth investment thesis on Korean Preference Shares at Best Ideas 2017. Ori is Founder and Portfolio Manager of…
Jimmy Choo: Classic Case Of A Great Brand And Business
Isaac Schwartz presented his in-depth investment thesis on Jimmy Choo (London: CHOO) at Best Ideas 2017. At the start of the session,…
JD Wetherspoon: Wonderful, But Misunderstood, Company
Simon Caufield presented his in-depth investment thesis on JD Wetherspoon (London: JDW) at Best Ideas 2017. JD Wetherspoon is a wonderful, but…
State National Companies: Specialty Insurance Compounder
Peter Rabover presented his in-depth investment thesis on State National Companies (Nasdaq: SNC) at Best Ideas 2017. State National Companies is a…
Aerojet Rocketdyne: Monopoly In Heavy Launch Engines
Eric DeLamarter presented his in-depth investment thesis on Aerojet Rocketdyne (NYSE: AJRD) at Best Ideas 2017. Aerojet Rocketdyne is a $1.3 billion…
OceanFirst, Wells Fargo: Opportunities in Community Banks
Phil Ordway presented his in-depth investment theses on Community Banks, OceanFirst (Nasdaq: OCFC), Wells Fargo (NYSE: WFC) at Best Ideas 2017. U.S….
TFS Corp.: Global Monopoly On Indian Sandalwood
Kyle Mowery and Greg Fujii presented their in-depth investment thesis on TFS Corp. (Australia: TFC) at Best Ideas 2017. TFS Corp. has…
Twenty-First Century Fox, Samsung Electronics Preferred: Complex, Family-Controlled Businesses That Are Managed for Long-Term Results
Stephen Yacktman and Jason Subotky presented their in-depth investment theses on Samsung Electronics Preferred (Korea: 005935) and Twenty-First Century Fox (Nasdaq: FOX) at…
Penn National Gaming: Exiting the Penn-alty Box
Shawn Kravetz presented his in-depth investment thesis on Penn National Gaming (Nasdaq: PENN) at Best Ideas 2017. Penn National Gaming is a…
EnviroStar, Limbach: Nice Boring Businesses
Scott Miller presented his in-depth investment theses on EnviroStar (NYSE: EVI) and Limbach (Nasdaq: LMB) at Best Ideas 2017. EnviroStar and Limbach:…
Updates on Rosetta Stone and Paratek Pharma
James Roumell presented his in-depth investment theses on Rosetta Stone (NYSE: RST) and Paratek Pharma (Nasdaq: PRTK) at Best Ideas 2017. Update…
Revlon: Recession-Proof Business
Matthew Sweeney presented his in-depth investment thesis on Revlon (NYSE: REV) at Best Ideas 2017. Revlon is a recession-proof business that is…
Gulf Island Fabrication: Largest Group of Fabrication Facilities Serving the Gulf of Mexico Market
Michael Melby presented his in-depth investment thesis on Gulf Island Fabrication (Nasdaq: GIFI) at Best Ideas 2017. Gulf Island Fabrication fabricates specialized…
EchoStar: High Quality Owner/Manager
Nitin Sacheti presented his in-depth investment thesis on EchoStar (Nasdaq: SATS) at Best Ideas 2017. EchoStar is run by a great owner/manager….
Vista Outdoor: Shift Towards Outdoor Products
Keith Weissman presented his in-depth investment thesis on Vista Outdoor (NYSE: VSTO) at Best Ideas 2017. Vista Outdoor is a manufacturer of…
PAR Technology: Evolution To A Simpler Company
Travis Cocke presented his in-depth investment thesis on PAR Technology (NYSE: PAR) at Best Ideas 2017. PAR Technology, established in 1968, has…
Luxottica: World’s Largest Eyewear Company
Chris Swasbrook presented his in-depth investment thesis on Luxottica (NYSE: LUX) at Best Ideas 2017. Luxottica is the world’s largest eyewear company…
Orbital ATK: Global Leader in Aerospace and Defense System
Azhar Quader presented his in-depth investment thesis on Orbital ATK (NYSE: OA) at Best Ideas 2017. Azhar Quader has a track record…
Dell Technologies Class V: What’s The Right Discount?
Jacob Ma-Weaver presented his in-depth investment thesis on Dell Technologies Class V (NYSE: DVMT) at Best Ideas 2017. Dell Technologies Class V…
Almacenes Exito: Largest Retailer On The Continent of South America
Amit Wadhwaney presented his in-depth investment thesis on Almacenes Exito (Colombia: EXITO) at Best Ideas 2017. Almacenes Exito is a Colombian-listed retailer….
Apple: Unappreciated iPhone Growth
David Rolfe presented his in-depth investment thesis on Apple (Nasdaq: AAPL) at Best Ideas 2017. Apple is Wedgewood’s largest holding of 21…
NV5 Global: Self-Help Opportunities
Keith Rosenbloom presented his in-depth investment thesis on NV5 Global (Nasdaq: NVEE) at Best Ideas 2017. In this session, Keith Rosenbloom also…
Navigator Holdings: Market Leader In The Liquefied Gas Carrier Industry
Michael Zapata presented his in-depth investment thesis on Navigator Holdings (NYSE: NVGS) at Best Ideas 2017. Navigator Holdings is the market leader…
WH Group: Neglected Stock with Growth Opportunity
Scott Phillips presented his in-depth investment thesis on WH Group (Hong Kong: 0288) at Best Ideas 2017. WH Group is the world’s…
QVC Group: World’s Leading Video And Ecommerce Retailer
Glenn Surowiec presented his in-depth investment thesis on QVC Group (Nasdaq: QVCA) at Best Ideas 2017. QVC Group is the world’s leading…
Bollore, Telecom Italia Savings Shares: The Last Shall Be First
Steven Wood presented his in-depth investment theses on Bollore (Paris: BOL) and Telecom Italia Savings Shares (Italy: TITR) at Best Ideas 2017….
New York REIT: Near-Term Liquidation of NYC Commercial Real Estate Portfolio
Peter Lupoff presented his in-depth investment thesis on New York REIT (NYSE: NYRT) at Best Ideas 2017. New York REIT has a…
Motor Oil Hellas Corinth Refineries: Bad Zipcode, Great Asset
Raphaël Moreau presented his in-depth investment thesis on Motor Oil Hellas Corinth Refineries (Greece: MOH) at Best Ideas 2017. Motor Oil Hellas…
Peugeot: Good Things Happening At Venerable French Automaker
Adam Crocker presented his in-depth investment thesis on Peugeot (Paris: UG) at Best Ideas 2017. Peugeot is an automotive manufacturer that has…
MMA Capital Management: Balance Sheet to Income Statement Investing
Steven Kiel presented his in-depth investment thesis on MMA Capital Management (Nasdaq: MMAC) at Best Ideas 2017. MMA Capital Management is a…
Owens-Illinois: One Of The Major Glass Containers Manufactures Worldwide
Danilo Santiago presented his in-depth investment thesis on Owens-Illinois (NYSE: OI) at Best Ideas 2017. Owens-Illinois is a leading manufacturer of glass…
Indequity: Nano-Cap Niche Insurer
Adrian Saville presented his in-depth investment thesis on Indequity (JSE: IDQ) at Best Ideas 2017. Nano-cap niche insurer Indequity, a specialized short-term…
Combined Motor: Small-cap business
Adrian Saville presented his in-depth investment thesis on Combined Motor (JSE: CMH) at Best Ideas 2017. Small-cap business Combined Motor is a…
Dynegy: The No Good, Rotten, Very Bad Year
Ian Clark presented his in-depth investment thesis on Dynegy (NYSE: DYN) at Best Ideas 2017. Dynegy: In the current environment finding a…
Group Five: Mid-Cap Business
Adrian Saville presented his in-depth investment thesis on Group Five (JSE: GRF) at Best Ideas 2017. Mid-cap business Group Five is a…
Sunteck Realty: City-Centric Presence in Mumbai
VP Rajesh presented his in-depth investment thesis on Sunteck Realty (NSE: SUNTECK) at Best Ideas 2017. Sunteck Realty is a real estate…
AMERCO: Moving Business Is A Durable Franchise
Chris Crawford presented his in-depth investment thesis on AMERCO (NYSE: UHAL) at Best Ideas 2017. AMERCO holds a dominant #1 position in…
InnerWorkings: Mispriced Compounder
Charles Hoeveler presented his in-depth investment thesis on InnerWorkings (Nasdaq: INWK) at Best Ideas 2017. InnerWorkings is an industry-leading outsourced print procurement…
South African Listed Equity Market
Adrian Saville presented his in-depth investment thesis on South African Listed Equity Market at Best Ideas 2017. The South African listed equity…
Air Liquide: Industry With Solid Long-Term Growth Prospects
Abhay Deshpande presented his in-depth investment thesis on Air Liquide (Paris: AI) at Best Ideas 2017. Air Liquide is a blue-chip French…
Rosetta Stone, Franklin Covey: Investor’s Perception
John Lewis presented his in-depth investment theses on Rosetta Stone (NYSE: RST) and Franklin Covey (NYSE: FC) at Best Ideas 2017. John…
COTY: Investors Overly Discounting Uncertainty Of A Stable Franchise In Transition
Christopher Karlin presented his in-depth investment thesis on COTY (NYSE: COTY) at Best Ideas 2017. COTY manufactures and sells beauty products including…
Hostess Brands: Premier Premium Packaged Goods Company With Iconic Consumer Brands
Ryan O’Connor presented his in-depth investment thesis on Hostess Brands (Nasdaq: TWNK) at Best Ideas 2017. Ryan O’Connor is Co-Founder & Portfolio…
Yahoo: Risk Arbitrage
Christian Olesen presented his in-depth investment thesis on Yahoo (Nasdaq: YHOO) at Best Ideas 2017. Yahoo trades at a significant discount to…