Chris Colvin of Breach Inlet Capital presented his investment thesis on Rent-A-Center (US: RCII) at Best Ideas 2022.

Nitin Sacheti of ARS Investment Partners / Papyrus Capital presented his thesis on Innovate Corp. (US: VATE) at Best Ideas 2022.

Michael Melby of Gate City Capital Management presented his investment thesis on Unit Corporation (US: UNTC) at Best Ideas 2022.

Patrick Brennan of Brennan Asset Management presented Liberty Latin America (US: LILAK) and Megacable at Best Ideas 2022.

Bob Robotti of Robotti & Company presented Louisiana-Pacific (US: LPX) and Westlake Chemical (US: WLK) at Best Ideas 2022.

Jim Roumell of Roumell Asset Management presented his investment thesis on Opera (US: OPRA) at Best Ideas 2022.

Jeffrey Stacey of Stacey Muirhead Capital Management presented his thesis on Fairfax India (Canada: FIH.U) at Best Ideas 2022.

Keith Smith of Bonhoeffer Fund presented Asbury Auto, Consolidated Communications, and Millicom at Best Ideas 2022.

Simon Caufield of SIM Limited presented his in-depth investment thesis on Dignity plc (UK: DTY) at Best Ideas 2022.

Edward Chang of Pledge Capital presented his in-depth investment thesis on Cano Health (US: CANO) at Best Ideas 2022.

Amit Wadhwaney of Moerus Capital Management presented his investment thesis on Grupo Sura (US: GIVSY) at Best Ideas 2022.

Rimmy Malhotra of Nicoya Capital presented his in-depth investment thesis on P10 Inc (US: PX) at Best Ideas 2022.

Mordechai Yavneh of Focus Capital Management presented his investment thesis on Silicon Motion (US: SIMO) at Best Ideas 2022.

Francisco Carrillo of Mexico Value Partners presented his investment thesis on Algoma Steel (US: ASTL) at Best Ideas 2022.

Ari Lazar of RGA Investment Advisors presented his in-depth investment thesis on Kennedy Wilson (US: KW) at Best Ideas 2022.

Stephen Dodson of Bretton Fund presented his in-depth investment thesis on Dream Finders Homes (US: DFH) at Best Ideas 2022.

Jeff Auxier of Auxier Asset Management presented his thesis on American International Group (US: AIG) at Best Ideas 2022.

Javier Echevarria of Invexcel Patrimonio presented his investment thesis on Applus Services (Spain: APPS) at Best Ideas 2022.

Steve Gorelik of Firebird Management presented his in-depth investment thesis on Nielsen Holdings (US: NLSN) at Best Ideas 2022.

Brian Hennessey of Alpine Woods Capital presented his in-depth investment thesis on CNH Industrial (CNHI) at Best Ideas 2022.

Christian Billinger of Billinger Förvaltning presented his thesis on LVMH Moet Hennessy Louis Vuitton (France: MC) at Best Ideas 2022.

Sahm Adrangi and Jordon Giancoli of Kerrisdale Capital Management presented their thesis on FICO (US: FICO) at Best Ideas 2022.

Jeff Sutton of ValueTree Investments presented his investment thesis on Tredegar Corporation (US: TG) at Best Ideas 2022.

Alex Gates of Clayton Partners presented his in-depth investment thesis on Flex Ltd. (US: FLEX) at Best Ideas 2022.

Jean Pierre Verster of Protea Capital Management presented his thesis on SoftBank Group (Japan: 9984, US: SFTBY) at Best Ideas 2022.

Nick Appelo of Capco Asset Management presented Discovery Communications (US: DISCA/DISCK) at Best Ideas 2022.

Mike Kruger of MPK Partners presented his investment thesis on Houghton Mifflin Harcourt (US: HMHC) at Best Ideas 2022.

Ian Clark of Dichotomy Capital presented his investment thesis on Pacific Gas & Electric (PG&E) (US: PCG) at Best Ideas 2022.

William Thomson of Massif Capital presented his in-depth investment thesis on Equinox Gold (US: EQX) at Best Ideas 2022.

David Marcus of Evermore Global Advisors presented his investment thesis on IAC/ InterActiveCorp (US: IAC) at Best Ideas 2022.