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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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.

Eros STX: Strategically Transformed, Fast-Growing Streaming Business

Naveen Jeereddi of Jeereddi Partners presented his in-depth investment thesis on Eros STX Global (US: ESGC) at Best Ideas 2021.

Juan Matienzo Shares Three Graham-Style Deep Value Investment Ideas

Juan Matienzo of Mercor Investment Group presented his investment theses on three deep value ideas at Best Ideas 2021.

Stadio: Owner-Operated Education Provider With Long Runway

Rudi van Niekerk of Desert Lion Capital presented his investment thesis on Stadio Holdings (South Africa: SDO) at Best Ideas 2021.

Alta Equipment: Owner-Operated Platform With Consolidation Tailwind

Sam Sheldon of Punch & Associates Investment Management presented his thesis on Alta Equipment Group (US: ALTG) at Best Ideas 2021.

Spark Networks: Leading Portfolio of Niche Dating Websites

Patrick Retzer of Retzer Capital Management presented his investment thesis on Spark Networks (US: LOV) at Best Ideas 2021.

eDreams: Online Travel Agency With Growing Membership Revenue

Thomas Bushey of Sunderland Capital Partners presented his thesis on eDreams Odigeo (Spain: EDR) at Best Ideas 2021.

Naked Wines: DTC Model Provides Superior Value Proposition

Simon Caufield of SIM Limited presented his in-depth investment thesis on Naked Wines (UK: WINE) at Best Ideas 2021.

Charles River: Misunderstood, Well-Run Boutique Consulting Firm

Ken Majmudar and Sam Namiri of Ridgewood Investments presented their thesis on CRI International (NYSE: CRAI) at Best Ideas 2021.

Safeguard Scientifics: Liquidation Plan Implies Attractive IRR

Rimmy Malhotra of Nicoya Capital presented his in-depth investment thesis on Safeguard Scientifics (US: SFE) at Best Ideas 2021.

Sabcap: Unbroken Compounder at Steep Discount to Net Asset Value

Adrian Saville of Cannon Asset Managers presented his thesis on Sabvest Capital (South Africa: SBP) at Best Ideas 2021.

CarLotz: Used Vehicle Retail Disruptor Following Carvana Playbook

Brian Hennessey of Alpine Woods Capital presented Acamar Partners Acquisition Corp. / CarLotz (US: ACAM at Best Ideas 2021.

Agro Tech Foods: Long Compounding Runway in Branded Food

Ashish Kila of Perfect Group presented his in-depth investment thesis on Agro Tech Foods (India: ATFL) at Best Ideas 2021.

Nice Info: Well-Managed, High-ROIC Credit Information Leader in Korea

James Fletcher of APG Asset Management presented his thesis on Nice Information Service (Korea: 030190) at Best Ideas 2021.

AutoZone: Well-Run Auto Parts Retailer With Growth Prospects

Jean Pierre Verster of Protea Capital Management presented his in-depth investment thesis on AutoZone (US: AZO) at Best Ideas 2021.

Sisecam: Global Glass Producer With Improving Fundamentals

Mesut Ellialtioglu of Talas Turkey Value Fund presented his investment thesis on Sisecam (Turkey: SISE) at Best Ideas 2021.

Salesforce.com: Defensible Market Dominance, Profitable Growth

Omri Velvart of Legacy Value Partners presented his in-depth investment thesis on Salesforce.com (US: CRM) at Best Ideas 2021.

Repsol: Diversified Energy Company Transitioning to New Technologies

Javier Echevarria of Invexcel Patrimonio presented his in-depth investment thesis on Repsol (Spain: REP) at Best Ideas 2021.

Naked Wines: Subscription-Based Business With Strong Unit Economics

Elliot Turner of RGA Investment Advisors presented his in-depth investment thesis on Naked Wines (UK: WINE) at Best Ideas 2021.

Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep

Mohnish Pabrai of Pabrai Investment Funds joined fellow MOI Global members for a talk and Q&A session at Best Ideas 2021.

Guy Spier Shares Two Ideas: CARE Ratings, Seritage Growth Properties

Guy Spier of Aquamarine Capital Management joined fellow MOI Global members for a talk and Q&A session at Best Ideas 2021.

FlatexDEGIRO: Combined Firm Among Fastest-Growing Online Brokers

Value investor Paolo Cipriani presented his in-depth investment thesis on FlatexDEGIRO (Germany: FTK) at Best Ideas 2021.

AES: Transforming Toward Renewable Energy, With Fluence IPO on Horizon

Alex Gates of Clayton Partners presented his in-depth investment thesis on The AES Corporation (US: AES) at Best Ideas 2021.

Fairfax Financial: Owner-Operated Insurer With Solid Long-Term Record

Jeffrey Stacey of Stacey Muirhead Capital Management presented Fairfax Financial Holdings (Canada: FFH) at Best Ideas 2021.

Haidilao: Chinese Restaurant Chain With Unique Culture, Long Runway

Ser Jing Chong of Galilee Investment Management presented his thesis on Haidilao (Hong Kong: 6862) at Best Ideas 2021.

Glanbia: Misunderstood, Undervalued Business With Clear Levers

Josh Shores of Southeastern Asset Management presented an in-depth investment thesis on Glanbia (London: GLB) at Best Ideas 2021.

Sprouts: Specialty Grocer With Solid Execution and Capital Allocation

Jeff Sutton of ValueTree Investments presented his in-depth investment thesis on Sprouts Farmers Market (US: SFM) at Best Ideas 2021.

ECN Capital: Transformed, High-Quality Business With Growth Runway

Chris Colvin of Breach Inlet Capital presented his in-depth investment thesis on ECN Capital (Canada: ECN) at Best Ideas 2021.

Burford Capital: Misunderstood, High-ROIC Litigation Finance Leader

Mordechai Yavneh of Focus Capital Management presented his investment thesis on Burford Capital (UK: BUR) at Best Ideas 2021.

IIFLW: Owner-Operated Wealth Manager for Ultra-HNIs in India

Gokul Ponnuraj of Bavaria Industries presented his thesis on IIFL Wealth & Asset Management (India: IIFLWAM) at Best Ideas 2021.

Gartner: Capital-Light, Growing Technology Research Leader

John Heldman and Dave Hutchison of Triad Investment Management presented their thesis on Gartner (US: IT) at Best Ideas 2021.