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 2019 took place on January 10-12 and featured more than eighty instructors. Browse the sessions below.
James Davolos of Horizon Kinetics presented his in-depth investment thesis on Viper Energy Partners (US: VNOM) at Best Ideas 2019.
Mark Walker of Tollymore Investment Partners presented his in-depth investment thesis on ITE Group (UK: ITE) at Best Ideas 2019.
Elliot Turner of RGA Investment Advisors presented his theses on PayPal (US: PYPL) and Roku (US: ROKU) at Best Ideas 2019.
Glenn Surowiec of GDS Investments reflected on long-term investing and current opportunities at Best Ideas 2019.
Phil Ordway of Anabatic Investment Partners discussed companies that “do capital allocation right” at Best Ideas 2019.
Brian Hennessey of Alpine Woods Capital presented his in-depth investment thesis on Thor Industries (US: THO) at Best Ideas 2019.
Sid Choraria, an Asian Equities Portfolio Manager, presented his in-depth investment thesis on Shanghai International Airport Co. (China: 600009) at Best Ideas 2019.
Dave Sather of Sather Financial Group presented his in-depth investment thesis on Brown-Forman (US: BF.B) at Best Ideas 2019.
Bob Robotti of Robotti & Company presented his in-depth investment thesis on Tidewater (US: TDW) at Best Ideas 2019.
Niraj Gupta of GCI Partners presented his in-depth investment thesis on Semler Scientific (US: SMLR) at Best Ideas 2019.
Gary Mishuris of Silver Ring Value Partners presented his in-depth investment thesis on Arcadis (Netherlands: ARCAD) at Best Ideas 2019.
Samir Mohamed presented his in-depth investment thesis on Despegar.com (US: DESP) at Best Ideas 2019.
Curtis Jensen of Robotti & Company presented his in-depth thesis on Tidewater Midstream (Canada: TWM) at Best Ideas 2019.
William Brewster of Sullimar Capital presented his in-depth investment thesis on Anheuser-Busch InBev (US: BUD) at Best Ideas 2019.
Adam Schwartz of Black Bear Value Partners presented his short investment thesis on credit ETFs at Best Ideas 2019.
Saurabh Sud of T. Rowe Price presented thesis on the convertible debt of Paratek Pharma (US: PRTK) at Best Ideas 2019.
Christopher Bloomstran of Semper Augustus presented his in-depth investment thesis on Cummins (US: CMI) at Best Ideas 2019.
Amil Bera of Advaya Investment Management presented his in-depth investment thesis on Appian Corporation (US: APPN) at Best Ideas 2019.
Matthew Peterson of Peterson Capital presented his in-depth investment thesis on Daily Journal (US: DJCO) at Best Ideas 2019.
Joe Magyer of Lakehouse Capital presented his in-depth investment thesis on Facebook (US: FB) at Best Ideas 2019.
John Barr of Needham Funds presented his in-depth investment thesis on PDF Solutions (US: PDFS) at Best Ideas 2019.
Mike Kruger of MPK Partners presented his in-depth investment thesis on Boustead Projects (Singapore: AVM) at Best Ideas 2019.
Brian Pitkin of URI Capital Management presented his in-depth investment thesis on AIG (US: AIG) at Best Ideas 2019.
Adam Zuercher of Hixon Zuercher Capital Management presented his in-depth investment thesis on Walt Disney (US: DIS) at Best Ideas 2019.
Steven Kiel of Arquitos Capital Management presented his in-depth investment thesis on Westaim (Canada: WED) at Best Ideas 2019.
Sean Stannard-Stockton of Ensemble Capital Management presented his in-depth investment thesis on Sensata Technologies (US: ST) at Best Ideas 2019.
Chris Karlin of Aquitania Capital Management presented his in-depth investment thesis on Diamond Hill (US: DHIL) at Best Ideas 2019.
Will Thomson of Massif Capital presented his in-depth investment thesis on Kazatomprom (UK: KAP) at Best Ideas 2019.
Sahm Adrangi of Kerrisdale Capital Management presented his in-depth investment thesis on Sea Limited (US: SE) at Best Ideas 2019.
Amit Wadhwaney of Moerus Capital Management presented his in-depth investment thesis on Tidewater (US: TDW) at Best Ideas 2019.
Bogumil Baranowski of Sicart Associates presented his in-depth investment thesis on AT&T (US: T) at Best Ideas 2019.
Chris McIntyre of McIntyre Partnerships presented his in-depth investment thesis on The Chemours Company (US: CC) at Best Ideas 2019.
John Carraux of Punch & Associates presented his in-depth investment thesis on Drive Shack (US: DS) at Best Ideas 2019.
Steve Gorelik of Firebird Management presented his in-depth investment thesis on Siauliu Bankas (Lithuania: SAB1L) at Best Ideas 2019.
Kevin Cope of Hutchinson Capital Management presented his in-depth investment thesis on National Oilwell Varco (US: NOV) at Best Ideas 2019.
Keith Smith of Bonhoeffer Fund presented his theses on STORE Capital (US: STOR), TPG Specialty (US: TSLX), and Ashtead (UK: AHT) at Best Ideas 2019.
Reno Giancola and Jeff Hales presented their in-depth investment thesis on Chemtrade Logistics (Canada: CHE.UN) at Best Ideas 2019.
Chris Swasbrook of Elevation Capital Management presented his in-depth investment thesis on Molson Coors (US: TAP) at Best Ideas 2019.
Chris Crawford of Crawford Fund Management presented his in-depth investment thesis on IPG Photonics (US: IPGP) at Best Ideas 2019.
David Barr and Amar Pandya of PenderFund presented their theses on Athabasca Oil (Canada: ATH) and Diversified Royalty (Canada: DIV) at Best Ideas 2019.
Samir Patel of Askeladden Capital presented his in-depth investment thesis on Franklin Covey (US: FC) at Best Ideas 2019.
Shawn Kravetz of Esplanade Capital presented his in-depth investment thesis on Century Casinos (US: CNTY) at Best Ideas 2019.
Naveen Jeereddi of Jeereddi Partners presented his in-depth investment thesis on Micron Technology (US: MU) at Best Ideas 2019.
Nathaniel Leach of LBW Wealth Management presented his in-depth investment thesis on Liberty Sirius XM (US: (LSXMA/B/K) at Best Ideas 2019.
