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.
Three NCAV Bargains in Japan: Kikukawa Enterprise, Charle, Sanko
Juan Matienzo of Mercor Investment Group presented Kikukawa (Japan: 6346), Charle Co. (Japan: 9885), and Sanko Co. (Japan: 6964).
Talen: Power Producer With Strong FCF and Crown-Jewel Nuclear Asset
Alex Gates of Clayton Partners presented his in-depth investment thesis on Talen Energy (US: TLNE) at Best Ideas 2024.
Dino Polska: Owner-Operated Compounder With Long Runway
Christopher Karlin of Aquitania Capital Management presented his investment thesis on Dino Polska (Poland: DNP) at Best Ideas 2024.
Liverpool: Dynamic Player in Mexican Retail, With Major Logistics Asset
Francisco Carrillo of Mexico Value Partners presented his thesis on El Puerto de Liverpool (Mexico: LIVEPOLC) at Best Ideas 2024.
Conx: Charlie Ergen SPAC in Talks to Acquire DISH-Owned Boost Wireless
Nitin Sacheti of Papyrus Capital presented his investment thesis on Conx Corp. (US: CONX, CONXW) at Best Ideas 2024.
Hargreaves: Misunderstood Sum-of-the-Parts Bargain With Catalysts
Simon Caufield of SIM Limited presented his investment thesis on Hargreaves Services (UK: HSP) at Best Ideas 2024.
DSGR: High-ROIC Specialty Distributor With Consolidation Opportunity
Charles Hoeveler of Norwood Capital Partners presented his thesis on Distribution Solutions Group (US: DSGR) at Best Ideas 2024.
LSB: Transformed, Competitively Advantaged Ammonia Producer
Bob Robotti of Robotti & Company Advisors discussed his investment thesis on LSB Industries (US: LXU) at Best Ideas 2024.
CAB Payments: Bombed-Out Price Creates Asymmetrical Opportunity
Patrick Brennan of Brennan Asset Management presented his investment thesis on CAB Payments (UK: CABP) at Best Ideas 2024.
Cromwell Property: Real Estate Owner and Asset Manager at Deep Discount
Amit Wadhwaney of Moerus Capital Management presented his thesis on Cromwell Property Group (Australia: CMW) at Best Ideas 2024.
Sartorius Stedim Biotech: Transitory Effects Overshadow Secular Growth
Frank Fischer of Shareholder Value Management presented his thesis on Sartorius Stedim Biotech (France: DIM) at Best Ideas 2024.
Fleetcor: Fast-Growing, Capital-Light, High-Margin Payments Business
Steve Gorelik of Firebird Management presented his investment thesis on Fleetcor Technologies (US: FLT) at Best Ideas 2024.
Piaggio: Family-Controlled, Well-Run Owner of Iconic Two-Wheeler Brands
Javier Echevarria of Invexcel Patrimonio presented his in-depth investment thesis on Piaggio (Italy: PIA) at Best Ideas 2024.
DSGR: Transformed, Growing, Owner-Operated Specialty Distributor
Brad Hathaway of Far View Capital Management presented his thesis on Distribution Solutions Group (US: DSGR) at Best Ideas 2024.
Northeast Bank: Well-Managed, Opportunistic Purchaser of CRE Loans
Javier López Bernardo of BrightGate Capital presented his investment thesis on Northeast Bank (US: NBN) at Best Ideas 2024.
Capri/Tapestry: M&A Arbitrage Situation With Attractive Risk/Reward
Jeffrey Stacey of Stacey Muirhead Capital Management presented his thesis on Capri Holdings (US: CPRI) at Best Ideas 2024.
TPI Composites: Wind Turbine Blade Maker at Cycle Inflection Point
Ian Clark of Dichotomy Capital presented his investment thesis on TPI Composites (US: TPIC) at Best Ideas 2024.
American Express: Well-Run, Cheap Compounder Hiding in Plain Sight
Stephen Dodson of Bretton Fund presented his investment thesis on American Express (US: AXP) at Best Ideas 2024.
Aaron Edelheit Shares His Thoughts on the Cannabis Industry
Aaron Edelheit of Mindset Capital discussed his outlook and investment thesis on the cannabis industry at Best Ideas 2024.
nLIGHT: Founder-Led Laser Business, Expanding Into Defense Market
John Barr of Needham Funds presented his in-depth investment thesis on nLIGHT, Inc. (US: LASR) at Best Ideas 2024.
Jeff Auxier Shares His Thoughts on Value Investing and Arch Capital
Jeff Auxier of Auxier Asset Management discussed his investment thesis on Arch Capital Group (US: ACGL) at Best Ideas 2024.
Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2024
Glenn Surowiec of GDS Investments shared his thoughts on intelligent investing in 2024 in a conversation with John Mihaljevic.
KINX: High-Quality, Growing Data Center Services Provider in Korea
James Fletcher of Ethos Investment Management presented his investment thesis on KINX (Korea: 093320) at Best Ideas 2024.
DRDGOLD: Niche Player, Synergistic Relationship With Parent Sibanye
A.J. Noronha of Desai Capital Management presented his investment thesis on DRDGOLD (US: DRD) at Best Ideas 2024.
Hingham: Well-Run, Conservative Bank With Deposit Cost Advantage
Gwen Hofmeyr of Folly Partners presented her investment thesis on Hingham Institution for Savings (US: HIFS) at Best Ideas 2024.
Heineken: Global Beer Runner-Up With Improvement Potential
Christian Billinger of Billinger Förvaltning presented his investment thesis on Heineken Holding (Netherlands: HEIO) at Best Ideas 2024.
HDFC Bank: India’s Consumption Engine, With Mid-Teens ROE
Krish Mehta of Enam Holdings presented his investment thesis on HDFC Bank (India: HDFCB, US: HDB) at Best Ideas 2024.
ISSC: New CEO, Expanding Margins, Value-Accretive Acquisition
Andrew Rem of Odinson Partners presented his investment thesis on Innovative Solutions & Support (US: ISSC) at Best Ideas 2024.
Zoom: Highly FCF-Generative Leader (“Verb”) in Video Communications
Bogumil Baranowski of Sicart Associates presented his investment thesis on Zoom Video Communications (US: ZM) at Best Ideas 2024.
Dollar Tree: Well-Regarded New CEO Pursuing Multi-Price Strategy
Edward Chang of Pledge Capital presented his investment thesis on Dollar Tree (US: DLTR) at Best Ideas 2024.