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.
Flywire: Leading Cross-Border Higher-Education Payments Provider
Charles Hoeveler of Norwood Capital Partners presented his investment thesis on Flywire Corp (US: FLYW) at Best Ideas 2025.
CODI: Undervalued Middle-Market PE Firm With Strong Track Record
Patrick Brennan of Brennan Asset Management presented his thesis on Compass Diversified Holdings (US: CODI) at Best Ideas 2025.
Walmex: Consistent, Resilient, Robust Business at Attractive Valuation
Francisco Carrillo of Mexico Value Partners presented his investment thesis on Walmart de Mexico (Mexico: WALMEX) at Best Ideas 2025.
Mohnish Pabrai on Intelligent Investing Globally in 2025 and Beyond
In a keynote Q&A at Best Ideas 2025, Mohnish Pabrai discussed his latest thoughts on value-oriented investing around the world.
Five Point: New Management Team Refocusing California Land Developer
Bob Robotti of Robotti & Company Advisors discussed his investment thesis on Five Point Holdings (US: FPH) at Best Ideas 2025.
Tecnicas Reunidas: Engineering Leader to Benefit from Energy Upcycle
Javier Echevarria of Invexcel Patrimonio presented his investment thesis on Tecnicas Reunidas (Spain: TRE) at Best Ideas 2025.
DXL Group: Well-Run Niche Retailer With Value-Unlocking Catalysts
Rimmy Malhotra of Nicoya Capital presented his investment thesis on Destination XL Group (US: DXLG) at Best Ideas 2025.
Two NCAV Bargains: Playmates Toys (Hong Kong) and Charle (Japan)
Juan Matienzo of Mercor Investment Group presented Playmates Toys (HK: 0869) and Charle (Japan: 9885) at Best Ideas 2025.
Aavas Financiers: A Leader in Affordable Housing Finance in India
Ashish Kila of Perfect Group presented his in-depth investment thesis on Aavas Financiers (India: AAVAS) at Best Ideas 2025.
SCOR: Undervalued Tier 1 Reinsurer to Become Leaner Under New CEO
Frank Fischer of Shareholder Value Management presented his investment thesis on SCOR SE (France: SCR) at Best Ideas 2025.
Spirit Airlines Debt: Attractive Opportunity to Own Post-Reorg Equity
Parul Garg of Pender presented her thesis on the debt securities of bankrupt Spirit Airlines (US: SAVEQ) at Best Ideas 2025.
TV Today: India’s Foremost News Franchise With Large Online Presence
Krish Mehta presented his in-depth investment thesis on TV Today Network (India: TVTN) at Best Ideas 2025, hosted by MOI Global.
Seaport Entertainment: Undervalued, Misunderstood Property Portfolio
Chris Waller of Plural Investing presented his in-depth investment thesis on Seaport Entertainment (US: SEG) at Best Ideas 2025.
Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2025
Glenn Surowiec of GDS Investments shared his thoughts on intelligent investing in 2025 in a conversation with John Mihaljevic.
Jeff Auxier Shares His Thoughts on Value Investing and Becton Dickinson
Jeff Auxier of Auxier Asset Management discussed his investment thesis on Becton Dickinson (US: BDX) at Best Ideas 2025.
Asbury Automotive: Well-Run, High-ROE Local Monopoly Businesses
Javier López Bernardo of BrightGate Capital presented his investment thesis on Asbury Automotive (US: ABG) at Best Ideas 2025.
American Coastal: Misunderstood, Disciplined Florida Condo Insurer
Anthony Perala of Punch & Associates presented his investment thesis on American Coastal Insurance (US: ACIC) at Best Ideas 2025.
G Mining Ventures: LatAm Gold Miner With Rapidly Growing Production
Family office investor Samir Mohamed presented his investment thesis on G Mining Ventures (Canada: GMIN) at Best Ideas 2025.
Portland General Electric: Upside Surprises in Load Growth Ahead
Ian Clark of Dichotomy Capital presented his investment thesis on Portland General Electric (US: POR) at Best Ideas 2025.
TransAlta: Power Producer to Benefit from Data Center Growth in Alberta
Alex Gates of Clayton Partners presented his investment thesis on TransAlta Corporation (Canada: TA) at Best Ideas 2025.
Samsonite: Hong Kong-Listed Leader Valued as a Laggard
Amit Wadhwaney and Michael Campagna presented their investment thesis on Samsonite (Hong Kong: 1910) at Best Ideas 2025.
Eagle Materials: Best-in-Class Cement and Wallboard Compounder
Stephen Dodson of Bretton Fund presented his in-depth investment thesis on Eagle Materials (US: EXP) at Best Ideas 2025.
PDD: Undervalued, Owner-Operated, Fast-Growing Online Marketplaces
Jean Pierre Verster of Protea Capital Management presented his investment thesis on PDD Holdings (US: PDD) at Best Ideas 2025.
Valeura Energy: Great M&A Record, High FCF, Strong Balance Sheet
Mordechai Yavneh of Focus Capital Management presented his investment thesis on Valeura Energy (Canada: VLE) at Best Ideas 2025.
Harbour Energy: Well-Financed, Cash-Flowing, With Value-Accretive M&A
Will Thomson of Massif Capital presented his in-depth investment thesis on Harbour Energy (UK: HBR) at Best Ideas 2025.
Vistry Group: UK Homebuilder With Attractive Partnerships Model
Mike Kruger of MPK Partners presented his in-depth investment thesis on Vistry Group (UK: VTY) at Best Ideas 2025.
Entravision: TV/Radio Operator With Valuable Digital Ad Units, Spectrum
Michael Melby of Gate City Capital Management presented his investment thesis on Entravision Communications (US: EVC) at Best Ideas 2025.
The Moerus Investment Philosophy: Fish the Ocean, Not the Pond
This article is authored by MOI Global instructor Amit Wadhwaney, co-founding partner and PM at Moerus Capital Management.
Sartorius: Entrenched Pure Play in Best Business in Life Sciences
Elliot Turner of RGA Investment Advisors presented his investment thesis on Sartorius (Germany: SRT, SRT3) at Best Ideas 2025.
NextEra Energy Partners: Synergistic Relationship With Parent NEE
A.J. Noronha of Desai Capital Management presented his investment thesis on NextEra Energy Partners (US: NEP) at Best Ideas 2025.