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.

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.

FDJ: Asset-Light, Government-Supported Monopoly With Strong FCF

Aaron Edelheit of Mindset Capital presented his in-depth investment thesis on La Française des Jeux (France: FDJ) at Best Ideas 2021.

Keith Smith on Velocity in Fragmented Markets, Three Specific Ideas

Keith Smith of Bonhoeffer Fund discussed “velocity in fragmented markets” as well as Cambria Automobiles, At Home, MMA Capital.

Tile Shop: Orphaned Specialty Retailer With Relisting Catalyst

Eric DeLamarter of Half Moon Capital presented his investment thesis on Tile Shop Holdings (US: TTSH) at Best Ideas 2021.

America Movil: Quality Telecom Asset With Tower Divestment Catalyst

Francisco Carrillo of Mexico Value Partners presented his investment thesis on América Móvil (Mexico: AMXL) at Best Ideas 2021.

Soumil Zaveri on Finding Great Businesses Early

Soumil Zaveri of DMZ Partners discussed India-based case studies in investing in compounders and finding great businesses early.

Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2021

Glenn Surowiec of GDS Investments shared his thoughts on intelligent investing in 2021 in a conversation with John at Best Ideas 2021.

IWG: Owner-Operated Leader in Flexible Office Space via Regus Brand

Harry Fraser of Oldfield Partners presented his in-depth investment thesis on IWG / Regus Corporation (UK: IWG) at Best Ideas 2021.

Nuance: Leader in Software-Driven Voice Transcription for Physicians

Edward Chang of Pledge Capital presented his in-depth investment thesis on Nuance Communications (US: NUAN) at Best Ideas 2021.

BP: Low-Risk Way to Gain Exposure to Renewable Energy Transition

Chris Karlin of Aquitania Capital Management presented his in-depth investment thesis on BP (UK: BP, US: BP) at Best Ideas 2021.

WestRock: Integrated Producer of Corrugated and Paper Products

Danilo Santiago of Rational Investment Methodology presented his in-depth investment thesis on WestRock (US: WRK) at Best Ideas 2021.

Comerica: Long-Tenured Banking Business With Downside Protection

A.J. Noronha of Desai Capital presented his in-depth investment thesis on Comerica (US: CMA) at Best Ideas 2021.

RCI Hospitality: Well-Run Operator With Reinvestment Opportunities

Yaron Naymark of 1 Main Capital presented his in-depth investment thesis on RCI Hospitality (US: RICK) at Best Ideas 2021.

Ciner Resources: Global, Lowest-Cost Producer of Natural Soda Ash

Kyle Mowery of GrizzlyRock Capital presented his in-depth investment thesis on Ciner Resources LP (US: CINR) at Best Ideas 2021.

Cato: Profitable Retailer With Hidden Real Estate and Excess Cash

Michael Melby of Gate City Capital Management presented his investment thesis on Cato Corporation (US: CATO) at Best Ideas 2021.

Pan Pacific: Differentiated Japanese Retailer, Expanding Geographically

Clement Loh of Lion Rock Partners presented his investment thesis on Pan Pacific International (Japan: 7532) at Best Ideas 2021.

Loral: HoldCo Discount to Be Eliminated Post-Merger With Telesat

Nitin Sacheti of ARS Investment Partners presented his thesis on Loral Space & Communications (US: LORL) at Best Ideas 2021.

Shinoken: Razor-Blade Model in Japanese Multifamily Real Estate

Mike Kruger of MPK Partners presented his in-depth investment thesis on Shinoken (Japan: 8909) at Best Ideas 2021.

American Outdoor: Gaining Share in Attractive, Fragmented Industry

Christian Ryther of Curreen Capital presented his in-depth investment thesis on American Outdoor Brands (US: AOUT) at Best Ideas 2021.

Bakkafrost: Family-Run, Leading Producer of Farmed Salmon

Eric Boroian of Montsegur Finance presented his in-depth investment thesis on Bakkafrost (Norway: BAKKA) at Best Ideas 2021.

Anglo Pacific: Commodity Company With Attractive Business Model

Samir Mohamed presented his in-depth investment thesis on Anglo Pacific Group (UK: APF) at Best Ideas 2021.

CVS, UnitedHealth, Anthem: Strong Free Cash Flow, Attractively Valued

Jeff Auxier of Auxier Asset Management discussed CVS (US: CVS), UnitedHealth (US: UNH), Anthem (US: ANTM) at Best Ideas 2021.

Daily Journal: Downside Protection, Underappreciated Tech Upside

Matthew Peterson of Peterson Capital Management presented The Daily Journal Corporation (US: DJCO) at Best Ideas 2021.

Bluebird Bio, Renalytix: Healthcare Innovators Riding Major Tailwinds

Peter Mantas of Logos LP presented his investment theses on Bluebird Bio (US: BLUE) and Renalytix (US: RNLX) at Best Ideas 2021.

NVR: Capital-Returning Compounder With Long Homebuilding Runway

Stephen Dodson of Bretton Fund presented his in-depth investment thesis on homebuilder NVR, Inc. (US: NVR) at Best Ideas 2021.

CDON: E-Commerce Marketplace Spinoff With Insider Buying

Brad Hathaway of Far View Capital Management presented his in-depth investment thesis on CDON (Sweden: CDON) at Best Ideas 2021.

Nutrien: Low-Cost Producer of Potassium and Nitrogen Fertilizers

Steve Gorelik of Firebird Management presented his in-depth investment thesis on Nutrien (US: NTR) at Best Ideas 2021.

Etsy: Global Platform, Highly Profitable Two-Sided Marketplace

John Huber of Saber Capital Management presented his in-depth investment thesis on Etsy (US: ETSY) at Best Ideas 2021.

KVH Industries: Niche Market Leader With Incremental Growth

John Barr of Needham Funds presented his in-depth investment thesis on KVH Industries (US: KVHI) at Best Ideas 2021.

ICE: Capital-Light, Countercyclical Grower With FCF Margin Expansion

James Davolos of Horizon Kinetics presented his investment thesis on Intercontinental Exchange (US: ICE) at Best Ideas 2021.

ProntoForms, MAV Beauty: Well-Managed Canadian Small-Caps

David Barr and Amar Pandya of PenderFund Capital Management presented MAV Beauty Brands and ProntoForms at Best Ideas 2021.

RWE: European Utility Transitioning to Renewable Power Leadership

Will Thomson of Massif Capital presented his in-depth investment thesis on RWE (Germany: RWE) at Best Ideas 2021.

Generac: Standby Generator Maker, Leader in Electricity Grid of Tomorrow

Ian Clark of Dichotomy Capital presented his in-depth investment thesis on Generac (US: GNRC) at Best Ideas 2021.

S&P Global / IHS Markit: Leader in Financial Data, Ratings, Benchmarking

Sahm Adrangi of Kerrisdale Capital Management presented his thesis on S&P Global (US: SPGI) / IHS Markit (US: INFO) at Best Ideas 2021.

Permanent TSB: Underlying Dynamics More Favorable Than May Seem

Patrick Brennan of Brennan Asset Management presented Permanent TSB at Best Ideas 2021. He also provided a brief update on Megacable.

Straits Trading: Real-Time Case Study in Holding Company Investing

Amit Wadhwaney of Moerus discussed value investing in holding companies and Straits Trading Co (Singapore: S20) at Best Ideas 2021.

U.S. Homebuilders and Builders FirstSource: Strong Underlying Trends

Bob Robotti of Robotti & Company presented on the U.S. homebuilding industry and Builders FirstSource (US: BLDR) at Best Ideas 2021.

TETRA Technologies: Misunderstood, With Multiple Shots on Goal

Jim Roumell of Roumell Asset Management presented his investment thesis on TETRA Technologies (US: TTI) at Best Ideas 2021.

Christian Billinger on Investing in Clusters of High-Quality Businesses

Christian Billinger of Billinger Förvaltning discussed his approach to investing in “clusters” of high-quality businesses at Best Ideas 2021.

Vifor Pharma: Attractively Valued Specialty Pharma Company

Frank Fischer of Shareholder Value Management presented his thesis on Vifor Pharma AG (Switzerland: VIFN) at Best Ideas 2021.

Walgreens Boots Alliance: High-Quality Business at High FCF Yield

Bogumil Baranowski of Sicart Associates presented his investment thesis on Walgreens Boots Alliance (US: WBA) at Best Ideas 2021.