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 2020 took place on January 8-11 and featured more than sixty instructors. Browse the sessions below.
David Barr and Don Walker of Pender presented their in-depth investment theses on Indigo (Canada: IDG) and Hamilton Thorne (Canada: HTL) at Best Ideas 2020.
Josh Shores of Southeastern Asset Management presented his in-depth investment thesis on Domino’s Pizza (UK: DOM) at Best Ideas 2020.
Jean Pierre Verster of Protea Capital Management presented his in-depth thesis on Alimentation Couche-Tard (Canada: ATD.A/B) at Best Ideas 2020.
William Brewster of Sullimar Capital Group presented his in-depth thesis on Restoration Hardware (US: RH) at Best Ideas 2020.
Edward Chang of Pledge Capital presented his in-depth investment thesis on Avid Technology (US: AVID) at Best Ideas 2020.
Patrick Brennan of Brennan Asset Management presented his in-depth thesis on Megacable (Mexico: MEGACPO) at Best Ideas 2020.
Ashish Kila of Perfect Group presented his in-depth investment thesis on Info Edge (India: NAUKRI) at Best Ideas 2020.
Rimmy Malhotra of Nicoya Capital presented his in-depth investment thesis on Concrete Pumping Holdings (US: BBCP) at Best Ideas 2020.
Juan Matienzo of Mercor presented his theses on GigaMedia (US: GIGM), Trilogiq (France: ALTRI) and Charle (Japan: 9885) at Best Ideas 2020.
Michael Melby of Gate City Capital Management presented his in-depth investment thesis on Macro Enterprises (Canada: MCR) at Best Ideas 2020.
Travis Cocke of Voss Capital presented his in-depth investment thesis on Rosetta Stone (US: RST) at Best Ideas 2020.
Jacob Ma-Weaver of Cable Car Capital presented his in-depth thesis on Celgene contingent value rights (US: BMY-R) at Best Ideas 2020.
Mike Kruger of MPK Partners presented his in-depth investment thesis on Terravest Industries (Canada: TVK) at Best Ideas 2020.
Curtis Jensen of Robotti & Company presented his in-depth investment theses on Stelco (Canada: STLC) and Clarke (Canada: CKI) at Best Ideas 2020.
Brian Hennessey of Alpine Woods Capital presented his in-depth investment thesis on Diamond S Shipping (US: DSSI) at Best Ideas 2020.
Mathias Wagner of LIS Capital presented his in-depth investment thesis on Grupo Jereissati (Brazil: JPSA3) at Best Ideas 2020.
John Heldman and David Hutchison of Triad Investment Management presented their thesis on Mohawk Industries (US: MHK) at Best Ideas 2020.
Javier Echevarria of Invexcel Patrimonio presented his in-depth thesis on Gestamp Automoción (Spain: GEST) at Best Ideas 2020.
Francisco Carrillo of Mexico Value Partners presented his in-depth investment thesis on Gruma (Mexico: GRUMAB) at Best Ideas 2020.
Gaurav Aggarwal of Metis Capital Management presented his in-depth thesis on Time Technoplast (India: TIME) at Best Ideas 2020.
Omri Velvart of Legacy Value Partners presented his in-depth investment thesis on Formula Systems (Israel: FORTY) at Best Ideas 2020.
John Barr of Needham Funds presented his in-depth investment thesis on KVH Industries (US: KVHI) at Best Ideas 2020.
Daniel Baldini of Oberon Asset Management presented his in-depth investment thesis on Cashmere Valley Bank (US: CSHX) at Best Ideas 2020.
Michael Morosi of MAPFRE AM presented his in-depth investment thesis on OL Groupe (France: OLG) and AFC Ajax (Netherlands: AJAX) at Best Ideas 2020.
Kyle Mowery of GrizzlyRock Capital presented his in-depth investment thesis on IPL Plastics (Canada: IPLP) at Best Ideas 2020.
Christopher Mroz of AIFAM Group presented his in-depth investment thesis on Canada Goose (US: GOOS) at Best Ideas 2020.
A.J. Noronha of Desai Capital Management presented his in-depth investment thesis on Movado (US: MOV) at Best Ideas 2020.
Brian Pitkin of URI Capital Management presented his in-depth thesis on Occidental Petroleum (US: OXY) at Best Ideas 2020.
Patrick Retzer of Retzer Capital Management presented his in-depth investment thesis on Spark Networks (US: LOV) at Best Ideas 2020.
Dan Roller of Maran Capital Management presented his in-depth investment thesis on Ranger Energy Services (US: RNGR) at Best Ideas 2020. Thesis…
Adrian Saville of Cannon Asset Managers presented his theses on Stor-Age (South Africa: SSS), Sabvest (South Africa: SBV, SVN) and Altron (South Africa: AEL) at Best Ideas 2020.
Sam Sheldon of Punch & Associates Investment Management presented his in-depth investment thesis on Pzena (US: PZN) at Best Ideas 2020.
Saurabh Sud of T. Rowe Price presented his in-depth investment thesis on Liberty Oilfield Services (US: LBRT) at Best Ideas 2020.
Kevin Cope of Hutchinson Capital Management presented his in-depth investment thesis on Coca-Cola Hellenic Bottling Company (UK: CCH) at Best Ideas 2020.
Matthew Sweeney of Laughing Water Capital presented his in-depth investment thesis on Clear Media (Hong Kong:100) at Best Ideas 2020.
Sahm Adrangi of Kerrisdale Capital Management presented his in-depth investment thesis on Charles River Labs (US: CRL) at Best Ideas 2020.
Nitin Sacheti of Papyrus Capital presented his in-depth investment thesis on Hemisphere Media (US: HMTV) at Best Ideas 2020.
Ian Clark of Dichotomy Capital presented his in-depth investment thesis on Pinnacle Renewables (Canada: PL) at Best Ideas 2020.
Adam J. Schwartz of Black Bear Value Partners presented his analysis of and insights into the airline industry at Best Ideas 2020.
James Zimmerman of Lowell Capital Management presented his in-depth investment thesis on PFB (Canada: PFB) at Best Ideas 2020.
Bill Chen of Rhizome Partners presented his in-depth investment thesis on Griffin Industrial Realty (US: GRIF) at Best Ideas 2020.
Chris Crawford of Crawford Fund Management presented his in-depth investment thesis on BioSpecifics (US: BSTC) at Best Ideas 2020.
James Davolos of Horizon Kinetics presented his in-depth investment thesis on Aker ASA (Norway: AKER) at Best Ideas 2020.
Shawn Kravetz of Esplanade Capital presented his in-depth investment thesis on Century Casinos (US: CNTY) at Best Ideas 2020.
William Thomson of Massif Capital presented his in-depth investment thesis on Africa Oil Corp. (Canada: AOI) at Best Ideas 2020.
Stephen Dodson of Bretton Fund presented his in-depth investment thesis on Progressive Corporation (US: PGR) at Best Ideas 2020.
Steve Gorelik of Firebird Management presented his in-depth investment thesis on Cars.com (US: CARS) at Best Ideas 2020.
Charles Hoeveler of Norwood Capital Partners presented his in-depth investment thesis on Keywords Studios (UK: KWS) at Best Ideas 2020.
What are the root causes of stock success or failure over long periods of time? Mike Lee examines this question in a Best Ideas 2020 session.
Ryan O’Connor of Crossroads Capital Partners presented his in-depth investment thesis on Nintendo (Japan: 7974) at Best Ideas 2020.
Dave Sather of Sather Financial Group presented his in-depth investment thesis on Synchrony Financial (US: SYF) at Best Ideas 2020.
Jim Roumell of Roumell Asset Management presented his in-depth thesis on Dundee Corporation (Canada: DC.A) at Best Ideas 2020.
Samir Patel of Askeladden Capital presented his in-depth investment thesis on MiX Telematics (US: MIXT) at Best Ideas 2020.
Bogumil Baranowski of Sicart Associates presented his in-depth investment thesis on Cars.com (US: CARS) at Best Ideas 2020.
The founder of GDS Investments joined us for a Q&A session, sharing his outlook for value investing as well as some of his favorite ideas.
Scott Phillips of Templeton & Phillips Capital Management presented his in-depth thesis on Tyson Foods (US: TSN) at Best Ideas 2020.
Amit Wadhwaney of Moerus Capital Management presented his in-depth investment thesis on Hammerson plc (UK: HMSO) at Best Ideas 2020.
Phil Ordway of Anabatic Investment Partners led a session at Best Ideas 2020, examining (i) capital allocation and (ii) discount brokers.
Jeffrey Stacey of Stacey Muirhead Capital Management presented his in-depth thesis on CPL Resources (UK: CPS) at Best Ideas 2020.
Keith Smith of Bonhoeffer Fund presented his in-depth theses on Broadstone Net Lease, Brookfield Infrastructure Partners (US: BIP), and MPLX, LP (US: MPLX) at Best Ideas 2020.
Raphael Moreau of Amiral Gestion presented his in-depth investment thesis on Jacquet Metal Service (France: JCQ) at Best Ideas 2020.
Serge Belinski of Value Holdings presented his in-depth investment theses on Kelt Exploration (Canada: KEL) and Orca Exploration (Canada: ORC.B) at Best Ideas 2020.
The asset-based approach functions well as a means of assessing conservative business value to a potential purchaser of the company.
Harry Fraser of Oldfield Partners presented his in-depth investment thesis on Zooplus (Germany: ZO1) at Best Ideas 2020.
Knowing there are likely errors in what we currently believe to be true is a fundamentally optimistic worldview. It is a growth mindset.
Sean Stannard-Stockton of Ensemble Capital Management presented his in-depth thesis on Booking Holdings (US: BKNG) at Best Ideas 2020.
I find myself annoyed buying beer at a baseball game. Since I’m free to buy or not buy a beer, you would think that if I buy one then I must find the price reasonable.
