BEST IDEAS 2021.
Bringing together great minds in the pursuit of great ideas.
HELLO, ALPHA.
With more than fifty research-driven instructors presenting their best ideas, food for thought awaits. What will you discover at Best Ideas 2021?
WELCOME, CONVENIENCE.
The fully online format pioneered by MOI Global in 2012 enables you to attend all sessions from the comfort of your home or office and on your own schedule.
SAMPLE SESSION: ROKU and PAYPAL, BEST IDEAS 2019
Elliot Turner of RGA Investment Advisors presented his investment theses on PayPal Holdings (US: PYPL) and Roku (US: ROKU) at Best Ideas 2019.
SAMPLE SESSION: ZSCALER, WIDE-MOAT INVESTING SUMMIT 2019
Peter Mantas of Logos LP presented his in-depth investment thesis on Zscaler (Nasdaq: ZS) at Wide-Moat Investing Summit 2019.
NOT A MEMBER OF MOI GLOBAL?
While members enjoy complimentary access, a limited number of conference passes is available for purchase by non-members.
SELECTED SESSIONS AND INSIGHTS BY INSTRUCTORS AT BEST IDEAS 2021.
PINFRA: Concession Operator of Roads and Other Infrastructure
Francisco Carrillo of Mexico Value Partners presented Promotora y Operadora de Infraestructura (PINFRA) at Best Ideas 2023.
Clean Harbors: Scale-Advantaged Environmental Services Leader
John Barr of Needham Funds presented his in-depth investment thesis on Clean Harbors (US: CLH) at Best Ideas 2023.
Azenta: Well-Run, Owner-Friendly, High-Quality Growth Business
Elliot Turner of RGA Investment Advisors presented his in-depth investment thesis on Azenta (US: AZTA) at Best Ideas 2023.
Fairfax India: Collection of High-Quality Assets at Discount to NAV
Jeffrey Stacey of Stacey Muirhead Capital Management updated his thesis on Fairfax India (Canada: FIH.U) at Best Ideas 2023.
Edita Food: Powerful Brands and Durability in Developing World
Fred Steiner of BCCM Advisors presented his investment thesis on Edita Food Industries (UK: EFID) at Best Ideas 2023.
Cineworld Bankruptcy: Fulcrum Security Offers Value Opportunity
Parul Garg of Pender presented her thesis on the fulcrum security of bankrupt Cineworld (UK: CINE) at Best Ideas 2023.
Three Ideas: Stor-Age, Sabvest Capital, Omega Healthcare Investors
Adrian Saville presented Stor-Age (SA: SSS), Sabvest Capital (SA: SBP), and Omega Healthcare Investors (US: OHI) at Best Ideas 2023.
Subsea 7: Niche Offshore Services Leader at Major Inflection Point
Bob Robotti of Robotti & Company discussed his investment thesis on Subsea 7 (Norway: SUBC, US: SUBCY) at Best Ideas 2023.
Aurubis: Misunderstood, High-Return, Advantaged Metal Processor
James Davolos of Horizon Kinetics presented his in-depth investment thesis on Aurubis (Germany: NDA) at Best Ideas 2023.
Consorcio Ara: Undervalued Mexican Homebuilder With Large Land Bank
Aaron Edelheit of Mindset Capital discussed his investment thesis on Consorcio Ara (Mexico: ARA) at Best Ideas 2023.
Kroger: Well-Positioned Food Retailing Leader at Discount to Market
Jeff Auxier of Auxier Asset Management discussed his market outlook and thesis on Kroger (US: AIG) at Best Ideas 2023.
Newtek: Valuation Opportunity Due to Transition From BDC to Bank
Ken Majmudar and Sam Namiri of Ridgewood Investments presented Newtek Business Services (US: NEWT) at Best Ideas 2023.
Kingsgate: Litigation-Driven Special Situation at Gold Mine in Thailand
Mordechai Yavneh of Focus Capital Management presented his investment thesis on Kingsgate (Australia: KCN) at Best Ideas 2023.
ZIM: Container Shipper With Friendly Dividend Policy and Catalysts
A.J. Noronha of Desai Capital Management presented his thesis on ZIM Integrated Shipping Services (US: ZIM) at Best Ideas 2023.
CRC: Top O&G Producer in California, Carbon Capture and Storage Leader
Alex Gates of Clayton Partners presented his investment thesis on California Resources Corporation (US: CRC) at Best Ideas 2023.
Wonderla Holidays: Founder-Led Amusement Park Leader in India
Ashish Kila of Perfect Group presented his in-depth investment thesis on Wonderla Holidays (India: WONH) at Best Ideas 2023.
API Group: Industry Leader With High-ROIC Consolidation Opportunities
Charles Hoeveler of Norwood Capital Partners presented his investment thesis on API Group (US: APG) at Best Ideas 2023.
Airbnb: Fast-Growing, Profitable, Founder-Led Hospitality Disruptor
Bogumil Baranowski of Sicart Associates presented his in-depth investment thesis on Airbnb (US: ABNB) at Best Ideas 2023.
Orion Engineered Carbons: Earnings Inflection Story in EV Components
Kyle Mowery of GrizzlyRock Capital presented his investment thesis on Orion Engineered Carbons (US: OEC) at Best Ideas 2023.
Grifols: High-Quality, Oligopolistic Business in Growing Niche Sector
Javier Echevarria of Invexcel Patrimonio presented his investment thesis on Grifols (Spain: GRF, US: GRFS) at Best Ideas 2023.
Charter: Depressed Sentiment Despite Steady FCF Generation
Patrick Brennan of Brennan Asset Management presented his thesis on Charter Communications (US: CHTR) at Best Ideas 2023.
Ströer: Family-Controlled Out-of-Home Advertising Company
Mike Kruger of MPK Partners presented his in-depth investment thesis on Ströer SE & Co KGaA (Germany: SAX) at Best Ideas 2023.
CBD: Undervalued Latin American Holding Company With Catalyst
Amit Wadhwaney of Moerus Capital Management presented Companhia Brasileira de Distribuicao (Brazil: PCAR4, US: CBD) at Best Ideas 2023.
Eaton: Well-Managed, Competitively Advantaged Industrial Leader
Christopher Rossbach of J. Stern & Co. presented his investment thesis on Eaton Corporation (US: ETN) at Best Ideas 2023.
Trigano: Family-Controlled European Leader in Leisure Vehicles
Jean Pierre Verster of Protea Capital Management presented his investment thesis on Trigano (France: TRI) at Best Ideas 2023.
Admiral Group: Largest UK Auto Insurer, With Unique Culture
Ben Beneche of Tourbillon presented his in-depth investment thesis on Admiral Group (UK: ADM) at Best Ideas 2023.
Rogers: Improving Operations, Orphaned Due to Scuttled Deal
Christopher Karlin of Aquitania Capital Management presented his investment thesis on Rogers Corp. (US: ROG) at Best Ideas 2023.
Amazon: Dominant, Wide-Moat Megacap at Attractive Valuation
Edward Chang of Pledge Capital presented his in-depth investment thesis on Amazon (US: AMZN) at Best Ideas 2023.
SAP: SaaS Transition, Acquired Business Growth, Margin Expansion
Frank Fischer of Shareholder Value Management presented his investment thesis on SAP (Germany: SAP) at Best Ideas 2023.
Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2023
Glenn Surowiec of GDS Investments shared his thoughts on intelligent investing in a conversation with John at Best Ideas 2023.