The fully online Best Ideas 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 2022 featured more than fifty instructors from January 12-14.

Access past Best Ideas conferences: 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014

Rent-A-Center: Transformed Into High-Growth Fintech Platform

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

Innovate: SOTP Bargain, With Catalysts and Insider Buying

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

Unit Corporation: High FCF, Strong Balance Sheet, Multiple Catalysts

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

LILAK, Mega: Generational Bargains in Latin American Cable Equities

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

Opportunities in Cyclicals: Louisiana-Pacific, Westlake Chemical

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

Opera: Leading Independent Web Browser at Attractive Valuation

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

Fairfax India: Well-Managed, Growing Holding Company at Discount

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

Serial Growth, Operating Leverage in Consolidating Fragmented Industries

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

Dignity: Turning Around Under New Leadership, with Catalyst

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

Cano Health: Provider With Game-Changing Incentive System

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

Grupo Sura: Undervalued Colombian HoldCo With Quality Assets

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

Tuesday Morning: Post-Bankruptcy Equity With Positive Outlook

Christopher Karlin of Aquitania Capital Management presented his ithesis on Tuesday Morning (US: TUEM) at Best Ideas 2022.

P10: Premier Private Markets Asset Manager Focused on Middle Market

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

Silicon Motion: Highly Profitable, Gaining Share, Yet Lowly Valued

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

Algoma: Net Cash Position Building Quickly Amid Elevated Steel Prices

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

Kennedy Wilson: Well-Positioned to Return to Consistent NOI Growth

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

Dream Finders Homes: Rapidly Growing, Acquisitive, Asset-Light

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

Acme United: Steadily Growing Supplier of Niche Consumer Products

Ken Majmudar and Sam Namiri of Ridgewood Investments presented their thesis on Acme United (US: ACU) at Best Ideas 2022.

AIG: Improving Operations, Cutting Costs, Returning Capital to Owners

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

Applus: Growing, Top Ten Player in Testing, Inspection, and Certification

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

Nielsen: Well-Positioned After Sale of Consumer Products Business

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

CNH Industrial: Well-Managed Post-Spinoff RemainCo at Discount

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

LVMH: Owner-Operated, Time-Tested Collection of Luxury Brands

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

FICO: Pricing Power, Double-Digit Organic Growth, High Margins

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

Suveer Bhatia on Norton LifeLock, Thai Beverage Company

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

Vacasa: Leading U.S. Vacation Rental Property Management Company

John Barr of Needham Funds presented his in-depth investment thesis on Vacasa, Inc. (VCSA) at Best Ideas 2022.

Tredegar: Normalized Business Stronger Than It May Appear

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

FLEX: Sustainable Manufacturing, With NEXTracker IPO on Horizon

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

Seritage: Misunderstood REIT Undergoing Portfolio Transformation

Matthew Peterson of Peterson Capital Management presented his thesis on Seritage Growth Properties (US: SRG) at Best Ideas 2022.

SoftBank: Recent Controversies Create Attractive NAV Discount

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

Discovery: Warner Deal and Strong FCF Underappreciated by Market

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

Houghton Mifflin: Digital Transition Improves Cash Generation

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

PG&E: Valuation Discount Unwarrated Under New Management

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

Three NCAV Bargains: Kikukawa, GigaMedia, Sonocom

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

Arcosa: Recent Spinoff, Undergoing Positive Business Transformation

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

Kirkland’s: Impressive Transformation Under Respected Retail Veteran

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

Sok Marketler: Discount Retailer With Online Delivery Business in Turkey

Mesut Ellialtioglu of Talas Turkey Value Fund presented his investment thesis on Sok Marketler (Turkey: SOKM) at Best Ideas 2022.

Anheuser-Busch InBev: Largest and Most Profitable Brewer Globally

Frank Fischer of Shareholder Value Management presented his investment thesis on Anheuser-Busch InBev (US: BUD) at Best Ideas 2022.

Equinox Gold: Fast-Growing Mid-Tier Producer at Steep Discount

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

IAC/InterActiveCorp: Well-Managed Holding Company at SOTP Discount

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

Kaspi: E-Commerce, Fintech, and Payments Leader in Kazakhstan

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

Glass House Brands: Cannabis Company With High Optionality

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

Clorox: Cash-Generative Business With Favorable Long-Term Trends

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

ITC Limited: Diversified, Well-Managed Conglomerate in India

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

Centre Testing: Leading Testing and Inspection Provider in China

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

Telsys: Global Leader in Growing Niche Market With High Margins

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

Emergent Biosciences: Positive Outlook After Major Setbacks

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

Shopify: E-Commerce Enabler Run By Exceptional Founder/CEO

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