The Best Ideas fully online conference brings together great minds from the MOI Global network of intelligent investors, with a focus on timely and actionable investment ideas. Members enjoy complimentary access.
Best Ideas 2021 featured more than seventy instructors from January 13-22.
Access past Best Ideas conferences: 2020, 2019, 2018, 2017, 2016, 2015, 2014
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.
Rudi van Niekerk of Desert Lion Capital presented his investment thesis on Stadio Holdings (South Africa: SDO) 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.
Jean Pierre Verster of Protea Capital Management presented his in-depth investment thesis on AutoZone (US: AZO) at Best Ideas 2021.
Javier Echevarria of Invexcel Patrimonio presented his in-depth investment thesis on Repsol (Spain: REP) 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.
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.
Keith Smith of Bonhoeffer Fund discussed “velocity in fragmented markets” as well as Cambria Automobiles, At Home, MMA Capital.
Francisco Carrillo of Mexico Value Partners presented his investment thesis on América Móvil (Mexico: AMXL) 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.
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.
Samir Mohamed presented his in-depth investment thesis on Anglo Pacific Group (UK: APF) 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.
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.
