Sam Sheldon of Punch & Associates Investment Management presented his investment thesis on Arcosa (US: ACA) at Best Ideas 2022.

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.

Christopher Karlin of Aquitania Capital Management presented his ithesis on Tuesday Morning (US: TUEM) 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.

Ken Majmudar and Sam Namiri of Ridgewood Investments presented their thesis on Acme United (US: ACU) 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.

Suveer Bhatia of Bayard Asset Management presented Norton LifeLock and Thai Beverage Company at Best Ideas 2022.

John Barr of Needham Funds presented his in-depth investment thesis on Vacasa, Inc. (VCSA) 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.

Matthew Peterson of Peterson Capital Management presented his thesis on Seritage Growth Properties (US: SRG) 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.

Juan Matienzo of Mercor Investment Group presented Kikukawa (TSE: 6346), Sonocom (Japan: 7902), and GigaMedia (US: GIGM).

Sam Sheldon of Punch & Associates Investment Management presented his investment thesis on Arcosa (US: ACA) at Best Ideas 2022.

Patrick Retzer of Retzer Capital Management presented his investment thesis on Kirkland’s (US: KIRK) at Best Ideas 2022.

Frank Fischer of Shareholder Value Management presented his investment thesis on Anheuser-Busch InBev (US: BUD) 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.

Javier López Bernardo of BrightGate Capital presented his investment thesis on Kaspi KZ (UK: KSPI) at Best Ideas 2022.

Aaron Edelheit of Mindset Capital presented his investment thesis on Glass House Brands (Canada: GLAS) at Best Ideas 2022.

Bogumil Baranowski of Sicart Associates presented his investment thesis on The Clorox Company (US: CLX) at Best Ideas 2022.

Ashish Kila of Perfect Group presented his in-depth investment thesis on ITC Limited (India: ITC) at Best Ideas 2022.

James Fletcher of Ethos Investment Management presented his thesis on Centre Testing (China: 300012) at Best Ideas 2022.

Omri Velvart of Legacy Value Partners presented his in-depth investment thesis on Telsys Ltd. (Israel: TLSY) at Best Ideas 2022.

A.J. Noronha of Desai Capital Management presented his investment thesis on Emergent Biosciences (US: EBS) at Best Ideas 2022.

Ser Jing Chong of Galilee Investment Management presented his investment thesis on Shopify (Canada/US: SHOP) at Best Ideas 2022.