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.

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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.

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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.

Arcosa: Recent Spinoff, Undergoing Positive Business Transformation

Sam Sheldon of Punch & Associates Investment Management presented his investment thesis on Arcosa (US: ACA) at Best Ideas 2022.

Rent-A-Center: Transformed Into High-Growth Fintech Platform

Chris Colvin of Breach Inlet Capital presented his investment thesis on Rent-A-Center (US: RCII) at Best Ideas 2022.

Innovate: SOTP Bargain, With Catalysts and Insider Buying

Nitin Sacheti of ARS Investment Partners / Papyrus Capital presented his thesis on Innovate Corp. (US: VATE) at Best Ideas 2022.

Unit Corporation: High FCF, Strong Balance Sheet, Multiple Catalysts

Michael Melby of Gate City Capital Management presented his investment thesis on Unit Corporation (US: UNTC) at Best Ideas 2022.

LILAK, Mega: Generational Bargains in Latin American Cable Equities

Patrick Brennan of Brennan Asset Management presented Liberty Latin America (US: LILAK) and Megacable at Best Ideas 2022.

Opportunities in Cyclicals: Louisiana-Pacific, Westlake Chemical

Bob Robotti of Robotti & Company presented Louisiana-Pacific (US: LPX) and Westlake Chemical (US: WLK) at Best Ideas 2022.

Opera: Leading Independent Web Browser at Attractive Valuation

Jim Roumell of Roumell Asset Management presented his investment thesis on Opera (US: OPRA) at Best Ideas 2022.

Fairfax India: Well-Managed, Growing Holding Company at Discount

Jeffrey Stacey of Stacey Muirhead Capital Management presented his thesis on Fairfax India (Canada: FIH.U) at Best Ideas 2022.

Serial Growth, Operating Leverage in Consolidating Fragmented Industries

Keith Smith of Bonhoeffer Fund presented Asbury Auto, Consolidated Communications, and Millicom at Best Ideas 2022.

Dignity: Turning Around Under New Leadership, with Catalyst

Simon Caufield of SIM Limited presented his in-depth investment thesis on Dignity plc (UK: DTY) at Best Ideas 2022.

Cano Health: Provider With Game-Changing Incentive System

Edward Chang of Pledge Capital presented his in-depth investment thesis on Cano Health (US: CANO) at Best Ideas 2022.

Grupo Sura: Undervalued Colombian HoldCo With Quality Assets

Amit Wadhwaney of Moerus Capital Management presented his investment thesis on Grupo Sura (US: GIVSY) at Best Ideas 2022.

Tuesday Morning: Post-Bankruptcy Equity With Positive Outlook

Christopher Karlin of Aquitania Capital Management presented his ithesis on Tuesday Morning (US: TUEM) at Best Ideas 2022.

P10: Premier Private Markets Asset Manager Focused on Middle Market

Rimmy Malhotra of Nicoya Capital presented his in-depth investment thesis on P10 Inc (US: PX) at Best Ideas 2022.

Silicon Motion: Highly Profitable, Gaining Share, Yet Lowly Valued

Mordechai Yavneh of Focus Capital Management presented his investment thesis on Silicon Motion (US: SIMO) at Best Ideas 2022.

Algoma: Net Cash Position Building Quickly Amid Elevated Steel Prices

Francisco Carrillo of Mexico Value Partners presented his investment thesis on Algoma Steel (US: ASTL) at Best Ideas 2022.

Kennedy Wilson: Well-Positioned to Return to Consistent NOI Growth

Ari Lazar of RGA Investment Advisors presented his in-depth investment thesis on Kennedy Wilson (US: KW) at Best Ideas 2022.

Dream Finders Homes: Rapidly Growing, Acquisitive, Asset-Light

Stephen Dodson of Bretton Fund presented his in-depth investment thesis on Dream Finders Homes (US: DFH) at Best Ideas 2022.

Acme United: Steadily Growing Supplier of Niche Consumer Products

Ken Majmudar and Sam Namiri of Ridgewood Investments presented their thesis on Acme United (US: ACU) at Best Ideas 2022.

AIG: Improving Operations, Cutting Costs, Returning Capital to Owners

Jeff Auxier of Auxier Asset Management presented his thesis on American International Group (US: AIG) at Best Ideas 2022.

Applus: Growing, Top Ten Player in Testing, Inspection, and Certification

Javier Echevarria of Invexcel Patrimonio presented his investment thesis on Applus Services (Spain: APPS) at Best Ideas 2022.

Nielsen: Well-Positioned After Sale of Consumer Products Business

Steve Gorelik of Firebird Management presented his in-depth investment thesis on Nielsen Holdings (US: NLSN) at Best Ideas 2022.

CNH Industrial: Well-Managed Post-Spinoff RemainCo at Discount

Brian Hennessey of Alpine Woods Capital presented his in-depth investment thesis on CNH Industrial (CNHI) at Best Ideas 2022.

LVMH: Owner-Operated, Time-Tested Collection of Luxury Brands

Christian Billinger of Billinger Förvaltning presented his thesis on LVMH Moet Hennessy Louis Vuitton (France: MC) at Best Ideas 2022.

FICO: Pricing Power, Double-Digit Organic Growth, High Margins

Sahm Adrangi and Jordon Giancoli of Kerrisdale Capital Management presented their thesis on FICO (US: FICO) at Best Ideas 2022.

Suveer Bhatia on Norton LifeLock, Thai Beverage Company

Suveer Bhatia of Bayard Asset Management presented Norton LifeLock and Thai Beverage Company at Best Ideas 2022.

Vacasa: Leading U.S. Vacation Rental Property Management Company

John Barr of Needham Funds presented his in-depth investment thesis on Vacasa, Inc. (VCSA) at Best Ideas 2022.

Tredegar: Normalized Business Stronger Than It May Appear

Jeff Sutton of ValueTree Investments presented his investment thesis on Tredegar Corporation (US: TG) at Best Ideas 2022.

FLEX: Sustainable Manufacturing, With NEXTracker IPO on Horizon

Alex Gates of Clayton Partners presented his in-depth investment thesis on Flex Ltd. (US: FLEX) at Best Ideas 2022.

Seritage: Misunderstood REIT Undergoing Portfolio Transformation

Matthew Peterson of Peterson Capital Management presented his thesis on Seritage Growth Properties (US: SRG) at Best Ideas 2022.