The Best Ideas fully online conference brings together the best minds from the MOI Global network of intelligent investors, with a focus on timely and actionable investment ideas. Members enjoy complimentary and exclusive access.
Best Ideas 2018 took place on January 11-13 and featured more than one hundred instructors. Browse the sessions below.
Nitin Sacheti of Papyrus Capital presented his in-depth investment thesis on EchoStar (Nasdaq: SATS) at Best Ideas 2018. EchoStar is an underfollowed satellite business run…
Phil Ordway of Anabatic Investment Partners will discuss the dynamics of a U.S.-based industry and highlight selected companies at Best Ideas 2018.
Elliot Turner of RGA Investment Advisors presented his in-depth investment thesis on Walgreens Boots Alliance (Nasdaq: WBA) at Best Ideas 2018. Says Stefano Pessina, “Many…
Arvind Mallik and Jonathon Fite of KMF Investments presented their in-depth investment thesis on TransAtlantic Petroleum (NYSE/American: TAT) at Best Ideas 2018.
Ben Terk of Active Owners Fund presented his in-depth investment thesis on PRGX Global (Nasdaq: PRGX) at Best Ideas 2018. PRGX Global is the largest…
Sid Choraria, an Asian Equities Portfolio Manager, presented his in-depth investment theses on NESCO (India: 505355) and Vinamilk (Vietnam: VNM) at Best…
Nathaniel Leach of LBW Wealth Management presented his in-depth investment thesis on Liberty Ventures (Nasdaq: LVNTA) at Best Ideas 2018. Liberty Ventures trades as a…
Bill Chen of Rhizome Partners presented his in-depth investment thesis on LAACO (OTC: LAACZ) at Best Ideas 2018. LAACO is an undervalued and under-levered…
Dustin Johnson of Pala Investments presented his in-depth investment thesis on Ivanhoe Mines (Toronto: IVN) at Best Ideas 2018. Ivanhoe is a Canadian-listed mining company…
Glenn Surowiec of GDS Investments presented his in-depth investment thesis on General Electric (NYSE: GE) at Best Ideas 2018. GE offers compelling risk-adjusted appreciation for…
Willem Schilpzand of Alpine Capital Research presented his in-depth investment thesis on Embraer (NYSE: ERJ) at Best Ideas 2018. Embraer is the third-largest aircraft OEM…
Howard D. Punch of Punch and Associates presented his in-depth investment thesis on B. Riley Financial (Nasdaq: RILY) at Best Ideas 2018. B. Riley is…
Luis García Alvarez of MAPFRE AM presented his in-depth investment thesis on Merlin Properties (Spain: MRL) at Best Ideas 2018. Merlin Properties is the…
Bob Robotti of Robotti & Company presented his in-depth investment thesis on SEACOR Marine (NYSE: SMHI) at Best Ideas 2018. SEACOR Marine was formed…
Chris Crawford of Crawford Fund Management will present his in-depth investment thesis on Diamond Hill Investment Group (Nasdaq: DHIL) at Best Ideas 2018.
Francisco Olivera of Arevilo Capital Management presented his in-depth investment theses on Restaurant Brands International (NYSE: QSR) and Charter Communications (Nasdaq: CHTR) at Best Ideas…
Jeremy Deal and Seth Lowry of JDP Capital Management presented their in-depth investment thesis on Teekay Offshore LP (NYSE: TOO) at Best Ideas 2018….
Alex Bossert of Bossert Capital presented his in-depth investment thesis on Cambria Automobiles (London: CAMB) at Best Ideas 2018. Cambria Automobiles is a UK-based auto…
Anuj Didwania of Redart Capital Advisors presented his in-depth investment thesis on KNR Constructions (India: KNRCON) at Best Ideas 2018. KNR Constructions engages in…
Jeff Stacey of Stacey Muirhead Capital Management presented his in-depth investment thesis on CPL Resources (Ireland: CPL) at Best Ideas 2018. CPL is a leading…
Mark Walker of Seven Pillars Capital Management presented his in-depth investment thesis on McCarthy & Stone (London: MCS) at Best Ideas 2018. McCarthy & Stone…
Michael Lee of Hypotenuse Capital Management presented his in-depth investment thesis on Tucows (Nasdaq: TCX) at Best Ideas 2018. Tucows provides simple, useful services that…
Shawn Kravetz of Esplanade Capital presented his in-depth investment thesis on Bridgepoint Education (NYSE: BPI) at Best Ideas 2018. Bridgepoint is priced for distress but…
Amit Wadhwaney of Moerus Capital Management discussed asset-based investing and presented his in-depth investment thesis on BR Properties (Brazil: BRPR3) at Best Ideas 2018….
Chris Swasbrook of Elevation Capital Management presented his in-depth investment thesis on Tiffany & Co. (NYSE: TIF) at Best Ideas 2018. Tiffany is an American…
Niraj Gupta of GCI Partners presented his in-depth investment theses on Walt Disney (NYSE: DIS) and Twenty-First Century Fox (Nasdaq: FOXA) at Best Ideas 2018. Niraj outlined a compelling opportunity to become a long-term shareholder in Disney at an attractive implied valuation through FOX.
Artem Fokin of Caro-Kann Capital presented his in-depth investment thesis on TripAdvisor (Nasdaq: TRIP) at Best Ideas 2018. Both the sell-side and buy-side are myopically…
James Choa of Valiant Ocean Capital presented his in-depth investment thesis on Asia Financial Holdings (Hong Kong: 662) at Best Ideas 2018. Asia Financial Holdings,…
Raphael Moreau of Amiral Gestion presented his in-depth investment thesis on Reno De Medici (Italy: RM) at Best Ideas 2018. Reno de Medici, with…
John Lewis of Osmium Partners presented his in-depth investment theses on Spark Networks (NYSE: LOV), Franklin Covey (NYSE: FC) and Redbubble (ASX: RBL) / Leaf…
Jim Roumell of Roumell Asset Management presented his in-depth investment thesis on Medley Capital (NYSE: MCC) at Best Ideas 2018. Medley Capital is a Business…
Sean Stannard-Stockton of Ensemble Capital Management presented his in-depth investment thesis on First Republic Bank (NYSE: FRC) at Best Ideas 2018. First Republic Bank is…
Jim Zimmerman of Lowell Capital Management presented his in-depth investment thesis on HCA Healthcare (NYSE: HCA) at Best Ideas 2018. HCA is the largest for-profit…
