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.

EchoStar: Underfollowed Satellite Business Run by “Outsider” CEO

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…

U.S. Airline Industry: A Rorschach Test for Investors

Phil Ordway of Anabatic Investment Partners will discuss the dynamics of a U.S.-based industry and highlight selected companies at Best Ideas 2018.

Walgreens Boots Alliance: Owner-Operator-Run Pharmacy Retail Leader

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…

TransAtlantic Petroleum: Well-Managed, Undervalued Oil and Gas Company

Arvind Mallik and Jonathon Fite of KMF Investments presented their in-depth investment thesis on TransAtlantic Petroleum (NYSE/American: TAT) at Best Ideas 2018.

PRGX Global: Investments Mask Earning Power of Recovery Audit Services Leader

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…

NESCO and Vinamilk: Two Undervalued Opportunities in Asia

Sid Choraria of Amiral Research presented his in-depth investment theses on NESCO (India: 505355) and Vinamilk (Vietnam: VNM) at Best Ideas 2018. NESCO is…

Liberty Ventures: Opportunity to Invest in Two Compounders at a Discount

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…

LAACO: Underlevered Real Estate Firm With Hard-to-Replace Self-Storage Assets

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…

Ivanhoe Mines: Owner-Operated, Unlocking One of Greatest Copper Discoveries

Dustin Johnson of Pala Investments presented his in-depth investment thesis on Ivanhoe Mines (Toronto: IVN) at Best Ideas 2018. Ivanhoe Mines (Toronto: IVN) is a…

General Electric: Turnaround Progressing Under “Outsider” CEO

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…

Embraer: Third-Largest Aircraft OEM Undervalued due to Short-Term Pressures

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…

B. Riley Financial: Uncovered Financial Conglomerate Led by Shrewd Owner-Operator

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…

Merlin Properties: Largest Spanish REIT Equivalent with Large Margin of Safety

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…

SEACOR Marine: Undervalued, with Exceptionally Strong Management

Bob Robotti of Robotti & Company presented his in-depth investment thesis on SEACOR Marine (NYSE: SMHI) at Best Ideas 2018. SEACOR Marine was formed…

Diamond Hill Investment Group: Well-Run, Value-Oriented Asset Manager

Chris Crawford of Crawford Fund Management will present his in-depth investment thesis on Diamond Hill Investment Group (Nasdaq: DHIL) at Best Ideas 2018.

Restaurant Brands International and Charter Communications: Two Well-Managed Compounders

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…

Teekay Offshore: Abandoned Public Stub of Mission-Critical Marine Infrastructure Business

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….

Cambria Automobiles: UK Auto Dealer Run by Capable Owner-Operator

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…

KNR Constructions: Indian Road Construction Company with Strong Tailwinds

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…

CPL Resources: Owner-Operator-Led Employment Services Provider

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…

McCarthy & Stone: Soundly Financed UK Retirement Homebuilder

Mark Walker of Seven Pillars Capital Management presented his in-depth investment thesis on McCarthy & Stone (London: MCS) at Best Ideas 2018. McCarthy & Stone…

Tucows: Niche Communications Provider with Strong Leadership

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…

Bridgepoint Education: To Benefit From Improved Regulatory Environment

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…

Asset-Based Investing and BR Properties: Brazilian CRE Leader at NAV Discount

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….

Tiffany & Co.: Iconic Luxury Brand at Discount to Private Market Value

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…

Disney: Attractive Entry Point into Long-Term Compounder via FOX

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.

TripAdvisor: Myopic Investor Focus on Hotel Business Provides Opportunity

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…

Asia Financial: Family-Owned Company With Attractive Insurance Assets

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,…

Reno de Medici: Strong Number-Two Player with Margin Improvement Potential

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…

Spark Networks, Franklin Covey, and Redbubble: Three Undervalued Small-Cap Ideas

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…

Medley Capital: BDC Trading at Discount and Offering 11% Dividend Yield

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…

First Republic: Retail Franchise with Superior Service for High Net Worth Individuals

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…

HCA Healthcare: Aggressive Share Repurchases to Drive Shareholder Value

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…