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.
Cavco: Strategic M&A and Utilization Gains Set Path to Double Earnings
James Hannack of Punch & Associates presented his in-depth investment thesis on Cavco Industries (US: CVCO) at Best Ideas 2026.
Pluxee: Spinoff Dynamics, With Strong Management and Free Cash Flow
Jeffrey Stacey of Stacey Muirhead Capital Management presented his investment thesis on Pluxee (France: PLX) at Best Ideas 2026.
On: Leveraging DTC Expansion to Drive High-Margin Growth
Bogumil Baranowski of Blue Infinitas Capital presented his in-depth investment thesis on On Holding (US: ONON) at Best Ideas 2026.
5N Plus: Capitalizing on the Reshoring of Critical Mineral Supply Chains
Amar Pandya of PenderFund Capital Management presented his in-depth investment thesis on 5N Plus (Canada: VNP) at Best Ideas 2026.
Shift4: Valuation Disconnect and the Path to a Billion Dollar FCF Run Rate
Christopher Karlin of Associated Bank presented his in-depth investment thesis on Shift4 Payments (US: FOUR) at Best Ideas 2026.
Tubacex: Leading a Global Oligopoly in Premium Tubular Solutions
Javier Echevarria of Invexcel Patrimonio presented his investment thesis on Tubacex (Spain: TUB) at Best Ideas 2026, hosted by MOI Global.
Tenaz Energy: Leveraging Supermajor Exits for High-Margin Gas Production
Mike Kruger of MPK Partners presented his investment thesis on Tenaz Energy (Canada: TNZ) at Best Ideas 2026, hosted by MOI Global.
First Solar: Decoupling from Chinese Supply via Thin-Film Technology
Alex Gates of Clayton Partners presented his investment thesis on First Solar (US: FSLR) at Best Ideas 2026, hosted by MOI Global.
UnitedHealth: Market Misinterprets Cyclical Pressures as Structural
Stephen Dodson of Bretton Fund presented his in-depth investment thesis on UnitedHealth Group (US: UNH) at Best Ideas 2026.
Celsius: Capitalizing on Secular Shift from Coffee to Zero-Sugar Energy
Edward Chang of pledge Capital presented his in-depth investment thesis on Celsius Holdings (US: CELH) at Best Ideas 2026.
Genesis Energy: Transformation to Pure-Play Infrastructure Unlocks FCF
Nitin Sacheti of Papyrus Capital presented his investment thesis on a publicly-listed MLP, Genesis Energy LP (US: GEL), at Best Ideas 2026.
Meritz, Fairfax, Fidus: Using Leverage to Boost Long-Term Equity Returns
Keith Smith of Bonhoeffer Fund discussed the intelligent use of leverage to boost long-term equity returns at Best Ideas 2026.
Natura Cosméticos: Unmasking Core Value Amid Restructuring Noise
Amit Wadhwaney of Moerus Capital Management presented his investment thesis on Natura Cosméticos (Brazil: NATU3) at Best Ideas 2026.
DXL Group: Synergy Execution Offers Path to Multi-Bagger Returns
Rimmy Malhotra of Nicoya Capital presented his updated investment thesis on Destination XL Group (US: DXLG) at Best Ideas 2026.
Spirits: Why Structural Consumption Concerns Are Overblown
Christian Billinger of Billinger Förvaltning presented his investment thesis on European spirits companies at Best Ideas 2026.
AMN Healthcare: Capitalizing on the Inflection in Workforce Solutions
Kyle Mowery of GrizzlyRock Capital presented his in-depth investment thesis on AMN Healthcare Services (US: AMN) at Best Ideas 2026.
Rivian Automotive: Exceptional Founder Pursuing Winning Strategy
Glenn Surowiec of GDS Investments discussed his in-depth investment thesis on Rivian Automotive (US: RIVN) at Best Ideas 2026.
Metro Bank: Strong Deposit Franchise, Underappreciated MREL Unlock
Patrick Brennan of Brennan Asset Management presented his investment thesis on Metro Bank (UK: MTRO) at Best Ideas 2026.
Cal-Maine Foods: Vertically Integrated, Leading US Egg Producer
A.J. Noronha of Desai Capital Management presented his investment thesis on Cal-Maine Foods (US: CALM) at Best Ideas 2026.
Brookfield Corp.: Owner-Operated Long-Term Capital Allocation Platform
Tito Avila of LIS Capital presented his in-depth investment thesis on Brookfield Corporation (US/Canada: BN) at Best Ideas 2026.
Akamai: Underappreciated Shift to Security and Compute Drives Value
Steven Gorelik of Firebird Management presented his in-depth investment thesis on Akamai Technologies (US: AKAM) at Best Ideas 2026.
Jeff Auxier on His Timeless Investment Principles, 2026 Outlook, and Fiserv
Jeff Auxier of Auxier Asset Management discussed his long-term investment approach and shared his thoughts on intelligent investing in 2026.
Subsea 7: Saipem Merger Creates Scale and Shareholder Value
Bob Robotti of Robotti & Company Advisors presented his investment thesis on Subsea 7 (Norway: SUBC, US: SUBCY) at Best Ideas 2026.
Celsius: Capitalizing on the “Better-For-You” Shift in Energy Drinks
Elliot Turner of RGA Investment Advisors presented his in-depth investment thesis on Celsius Holdings (US: CELH) at Best Ideas 2026.
Global Atomic: Strategic Bet on the Looming Uranium Supply Deficit
Will Thomson of Massif Capital presented his in-depth investment thesis on Global Atomic Corp. (Canada: GLO) at Best Ideas 2026.
PBAM: Well-Run SoCal Bank With Top-Decile ROA, Uplisting Potential
Javier López Bernardo of BrightGate Capital presented his investment thesis on Private Bancorp of America (US: PBAM) at Best Ideas 2026.
Intrepid Potash: Fertilizer Recovery Play, With Lithium/Land Optionality
Michael Melby of Gate City Capital Management presented his investment thesis on Intrepid Potash (US: IPI) at Best Ideas 2026.
Gimat: The Turkish “Costco” With a Decades-Long Growth Runway
Monsoon Pabrai of Drew Investments presented her in-depth investment thesis on Gimat (Turkey: GMTAS) at Best Ideas 2026.
GCI Liberty: Cash Cow Asset With Tax Shields and M&A Optionality
Chris Waller of Plural Investing presented his in-depth investment thesis on GCI Liberty (US: GLIBK) at Best Ideas 2026.
TBC Bank: A Mispriced Digital Growth Story in Central Asia
Jean Pierre Verster of Protea Capital Management presented his investment thesis on TBC Bank Group (UK: TBCG) at Best Ideas 2026.