The Best Ideas fully online conference brings together the best minds from the MOI Global network of intelligent investors, with a focus on timely and actionable investment ideas. Members enjoy complimentary and exclusive access.
Best Ideas 2021 took place from January 13-22 and featured more than seventy instructors. Browse the sessions below.
Soumil Zaveri of DMZ Partners discussed India-based case studies in investing in compounders and finding great businesses early.
Mohnish Pabrai of Pabrai Investment Funds joined fellow MOI Global members for a talk and Q&A session at Best Ideas 2021.
Naveen Jeereddi of Jeereddi Partners presented his in-depth investment thesis on Eros STX Global (US: ESGC) at Best Ideas 2021.
Brian Hennessey of Alpine Woods Capital presented Acamar Partners Acquisition Corp. / CarLotz (US: LOTZ) at Best Ideas 2021.
Elliot Turner of RGA Investment Advisors presented his in-depth investment thesis on Naked Wines (UK: WINE) at Best Ideas 2021.
Guy Spier of Aquamarine Capital Management joined fellow MOI Global members for a talk and Q&A session at Best Ideas 2021.
Jeffrey Stacey of Stacey Muirhead Capital Management presented Fairfax Financial Holdings (Canada: FFH) at Best Ideas 2021.
Juan Matienzo of Mercor Investment Group presented his investment theses on three deep value ideas at Best Ideas 2021.
Rudi van Niekerk of Desert Lion Capital presented his investment thesis on Stadio Holdings (South Africa: SDO) at Best Ideas 2021.
Sam Sheldon of Punch & Associates Investment Management presented his thesis on Alta Equipment Group (US: ALTG) at Best Ideas 2021.
Patrick Retzer of Retzer Capital Management presented his investment thesis on Spark Networks (US: LOV) at Best Ideas 2021.
Thomas Bushey of Sunderland Capital Partners presented his thesis on eDreams Odigeo (Spain: EDR) at Best Ideas 2021.
Simon Caufield of SIM Limited presented his in-depth investment thesis on Naked Wines (UK: WINE) at Best Ideas 2021.
Ken Majmudar and Sam Namiri of Ridgewood Investments presented their thesis on CRI International (NYSE: CRAI) at Best Ideas 2021.
Rimmy Malhotra of Nicoya Capital presented his in-depth investment thesis on Safeguard Scientifics (US: SFE) at Best Ideas 2021.
Adrian Saville of Cannon Asset Managers presented his thesis on Sabvest Capital (South Africa: SBP) at Best Ideas 2021.
Ashish Kila of Perfect Group presented his in-depth investment thesis on Agro Tech Foods (India: ATFL) at Best Ideas 2021.
James Fletcher of APG Asset Management presented his thesis on Nice Information Service (Korea: 030190) at Best Ideas 2021.
Jean Pierre Verster of Protea Capital Management presented his in-depth investment thesis on AutoZone (US: AZO) at Best Ideas 2021.
Omri Velvart of Legacy Value Partners presented his in-depth investment thesis on Salesforce.com (US: CRM) at Best Ideas 2021.
Javier Echevarria of Invexcel Patrimonio presented his in-depth investment thesis on Repsol (Spain: REP) at Best Ideas 2021.
Value investor Paolo Cipriani presented his in-depth investment thesis on FlatexDEGIRO (Germany: FTK) at Best Ideas 2021.
Alex Gates of Clayton Partners presented his in-depth investment thesis on The AES Corporation (US: AES) at Best Ideas 2021.
Ser Jing Chong of Galilee Investment Management presented his thesis on Haidilao (Hong Kong: 6862) at Best Ideas 2021.
Josh Shores of Southeastern Asset Management presented an in-depth investment thesis on Glanbia (London: GLB) at Best Ideas 2021.
Jeff Sutton of ValueTree Investments presented his in-depth investment thesis on Sprouts Farmers Market (US: SFM) at Best Ideas 2021.
Chris Colvin of Breach Inlet Capital presented his in-depth investment thesis on ECN Capital (Canada: ECN) at Best Ideas 2021.
Mordechai Yavneh of Focus Capital Management presented his investment thesis on Burford Capital (UK: BUR) at Best Ideas 2021.
Gokul Ponnuraj of Bavaria Industries presented his thesis on IIFL Wealth & Asset Management (India: IIFLWAM) at Best Ideas 2021.
John Heldman and Dave Hutchison of Triad Investment Management presented their thesis on Gartner (US: IT) at Best Ideas 2021.
Aaron Edelheit of Mindset Capital presented his in-depth investment thesis on La Française des Jeux (France: FDJ) at Best Ideas 2021.
Keith Smith of Bonhoeffer Fund discussed “velocity in fragmented markets” as well as Cambria Automobiles, At Home, MMA Capital.
Eric DeLamarter of Half Moon Capital presented his investment thesis on Tile Shop Holdings (US: TTSH) at Best Ideas 2021.
Francisco Carrillo of Mexico Value Partners presented his investment thesis on América Móvil (Mexico: AMXL) at Best Ideas 2021.
Glenn Surowiec of GDS Investments shared his thoughts on intelligent investing in 2021 in a conversation with John at Best Ideas 2021.
Harry Fraser of Oldfield Partners presented his in-depth investment thesis on IWG / Regus Corporation (UK: IWG) at Best Ideas 2021.
Edward Chang of Pledge Capital presented his in-depth investment thesis on Nuance Communications (US: NUAN) at Best Ideas 2021.
Chris Karlin of Aquitania Capital Management presented his in-depth investment thesis on BP (UK: BP, US: BP) at Best Ideas 2021.
Danilo Santiago of Rational Investment Methodology presented his in-depth investment thesis on WestRock (US: WRK) at Best Ideas 2021.
A.J. Noronha of Desai Capital presented his in-depth investment thesis on Comerica (US: CMA) at Best Ideas 2021.
Yaron Naymark of 1 Main Capital presented his in-depth investment thesis on RCI Hospitality (US: RICK) at Best Ideas 2021.
Kyle Mowery of GrizzlyRock Capital presented his in-depth investment thesis on Ciner Resources LP (US: CINR) at Best Ideas 2021.
Michael Melby of Gate City Capital Management presented his investment thesis on Cato Corporation (US: CATO) at Best Ideas 2021.
Clement Loh of Lion Rock Partners presented his investment thesis on Pan Pacific International (Japan: 7532) at Best Ideas 2021.
Nitin Sacheti of ARS Investment Partners presented his thesis on Loral Space & Communications (US: LORL) at Best Ideas 2021.
Mike Kruger of MPK Partners presented his in-depth investment thesis on Shinoken (Japan: 8909) at Best Ideas 2021.
Christian Ryther of Curreen Capital presented his in-depth investment thesis on American Outdoor Brands (US: AOUT) at Best Ideas 2021.
Eric Boroian of Montsegur Finance presented his in-depth investment thesis on Bakkafrost (Norway: BAKKA) at Best Ideas 2021.
Samir Mohamed presented his in-depth investment thesis on Anglo Pacific Group (UK: APF) at Best Ideas 2021.
Jeff Auxier of Auxier Asset Management discussed CVS (US: CVS), UnitedHealth (US: UNH), Anthem (US: ANTM) at Best Ideas 2021.
Matthew Peterson of Peterson Capital Management presented The Daily Journal Corporation (US: DJCO) at Best Ideas 2021.
Peter Mantas of Logos LP presented his investment theses on Bluebird Bio (US: BLUE) and Renalytix (US: RNLX) at Best Ideas 2021.
Stephen Dodson of Bretton Fund presented his in-depth investment thesis on homebuilder NVR, Inc. (US: NVR) at Best Ideas 2021.
Brad Hathaway of Far View Capital Management presented his in-depth investment thesis on CDON (Sweden: CDON) at Best Ideas 2021.
Steve Gorelik of Firebird Management presented his in-depth investment thesis on Nutrien (US: NTR) at Best Ideas 2021.
John Huber of Saber Capital Management presented his in-depth investment thesis on Etsy (US: ETSY) at Best Ideas 2021.
John Barr of Needham Funds presented his in-depth investment thesis on KVH Industries (US: KVHI) at Best Ideas 2021.
James Davolos of Horizon Kinetics presented his investment thesis on Intercontinental Exchange (US: ICE) at Best Ideas 2021.
David Barr and Amar Pandya of PenderFund Capital Management presented MAV Beauty Brands and ProntoForms at Best Ideas 2021.
Will Thomson of Massif Capital presented his in-depth investment thesis on RWE (Germany: RWE) at Best Ideas 2021.
Ian Clark of Dichotomy Capital presented his in-depth investment thesis on Generac (US: GNRC) at Best Ideas 2021.
Sahm Adrangi of Kerrisdale Capital Management presented his thesis on S&P Global (US: SPGI) / IHS Markit (US: INFO) at Best Ideas 2021.
Amit Wadhwaney of Moerus discussed value investing in holding companies and Straits Trading Co (Singapore: S20) at Best Ideas 2021.
Bob Robotti of Robotti & Company presented on the U.S. homebuilding industry and Builders FirstSource (US: BLDR) at Best Ideas 2021.
Jim Roumell of Roumell Asset Management presented his investment thesis on TETRA Technologies (US: TTI) at Best Ideas 2021.
Christian Billinger of Billinger Förvaltning discussed his approach to investing in “clusters” of high-quality businesses at Best Ideas 2021.
Frank Fischer of Shareholder Value Management presented his thesis on Vifor Pharma AG (Switzerland: VIFN) at Best Ideas 2021.
Bogumil Baranowski of Sicart Associates presented his investment thesis on Walgreens Boots Alliance (US: WBA) at Best Ideas 2021.
