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 2023 took place from January 17-24.

Access past editions: 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014

Azenta: Well-Run, Owner-Friendly, High-Quality Growth Business

Elliot Turner of RGA Investment Advisors presented his in-depth investment thesis on Azenta (US: AZTA) at Best Ideas 2023.

Fairfax India: Collection of High-Quality Assets at Discount to NAV

Jeffrey Stacey of Stacey Muirhead Capital Management updated his thesis on Fairfax India (Canada: FIH.U) at Best Ideas 2023.

Edita Food: Powerful Brands and Durability in Developing World

Fred Steiner of BCCM Advisors presented his investment thesis on Edita Food Industries (UK: EFID) at Best Ideas 2023.

Cineworld Bankruptcy: Fulcrum Security Offers Value Opportunity

Parul Garg of Pender presented her thesis on the fulcrum security of bankrupt Cineworld (UK: CINE) at Best Ideas 2023.

Three Ideas: Stor-Age, Sabvest Capital, Omega Healthcare Investors

Adrian Saville presented Stor-Age (SA: SSS), Sabvest Capital (SA: SBP), and Omega Healthcare Investors (US: OHI) at Best Ideas 2023.

Subsea 7: Niche Offshore Services Leader at Major Inflection Point

Bob Robotti of Robotti & Company discussed his investment thesis on Subsea 7 (Norway: SUBC, US: SUBCY) at Best Ideas 2023.

Aurubis: Misunderstood, High-Return, Advantaged Metal Processor

James Davolos of Horizon Kinetics presented his in-depth investment thesis on Aurubis (Germany: NDA) at Best Ideas 2023.

Consorcio Ara: Undervalued Mexican Homebuilder With Large Land Bank

Aaron Edelheit of Mindset Capital discussed his investment thesis on Consorcio Ara (Mexico: ARA) at Best Ideas 2023.

Kroger: Well-Positioned Food Retailing Leader at Discount to Market

Jeff Auxier of Auxier Asset Management discussed his market outlook and thesis on Kroger (US: AIG) at Best Ideas 2023.

Newtek: Valuation Opportunity Due to Transition From BDC to Bank

Ken Majmudar and Sam Namiri of Ridgewood Investments presented Newtek Business Services (US: NEWT) at Best Ideas 2023.

Kingsgate: Litigation-Driven Special Situation at Gold Mine in Thailand

Mordechai Yavneh of Focus Capital Management presented his investment thesis on Kingsgate (Australia: KCN) at Best Ideas 2023.

ZIM: Container Shipper With Friendly Dividend Policy and Catalysts

A.J. Noronha of Desai Capital Management presented his thesis on ZIM Integrated Shipping Services (US: ZIM) at Best Ideas 2023.

CRC: Top O&G Producer in California, Carbon Capture and Storage Leader

Alex Gates of Clayton Partners presented his investment thesis on California Resources Corporation (US: CRC) at Best Ideas 2023.

Wonderla Holidays: Founder-Led Amusement Park Leader in India

Ashish Kila of Perfect Group presented his in-depth investment thesis on Wonderla Holidays (India: WONH) at Best Ideas 2023.

API Group: Industry Leader With High-ROIC Consolidation Opportunities

Charles Hoeveler of Norwood Capital Partners presented his investment thesis on API Group (US: APG) at Best Ideas 2023.

Airbnb: Fast-Growing, Profitable, Founder-Led Hospitality Disruptor

Bogumil Baranowski of Sicart Associates presented his in-depth investment thesis on Airbnb (US: ABNB) at Best Ideas 2023.

Orion Engineered Carbons: Earnings Inflection Story in EV Components

Kyle Mowery of GrizzlyRock Capital presented his investment thesis on Orion Engineered Carbons (US: OEC) at Best Ideas 2023.

Grifols: High-Quality, Oligopolistic Business in Growing Niche Sector

Javier Echevarria of Invexcel Patrimonio presented his investment thesis on Grifols (Spain: GRF, US: GRFS) at Best Ideas 2023.

Charter: Depressed Sentiment Despite Steady FCF Generation

Patrick Brennan of Brennan Asset Management presented his thesis on Charter Communications (US: CHTR) at Best Ideas 2023.

Ströer: Family-Controlled Out-of-Home Advertising Company

Mike Kruger of MPK Partners presented his in-depth investment thesis on Ströer SE & Co KGaA (Germany: SAX) at Best Ideas 2023.

CBD: Undervalued Latin American Holding Company With Catalyst

Amit Wadhwaney of Moerus Capital Management presented Companhia Brasileira de Distribuicao (Brazil: PCAR4, US: CBD) at Best Ideas 2023.

Eaton: Well-Managed, Competitively Advantaged Industrial Leader

Christopher Rossbach of J. Stern & Co. presented his investment thesis on Eaton Corporation (US: ETN) at Best Ideas 2023.

Trigano: Family-Controlled European Leader in Leisure Vehicles

Jean Pierre Verster of Protea Capital Management presented his investment thesis on Trigano (France: TRI) at Best Ideas 2023.

Admiral Group: Largest UK Auto Insurer, With Unique Culture

Ben Beneche of Tourbillon presented his in-depth investment thesis on Admiral Group (UK: ADM) at Best Ideas 2023.

Rogers: Improving Operations, Orphaned Due to Scuttled Deal

Christopher Karlin of Aquitania Capital Management presented his investment thesis on Rogers Corp. (US: ROG) at Best Ideas 2023.

Amazon: Dominant, Wide-Moat Megacap at Attractive Valuation

Edward Chang of Pledge Capital presented his in-depth investment thesis on Amazon (US: AMZN) at Best Ideas 2023.

SAP: SaaS Transition, Acquired Business Growth, Margin Expansion

Frank Fischer of Shareholder Value Management presented his investment thesis on SAP (Germany: SAP) at Best Ideas 2023.

Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2023

Glenn Surowiec of GDS Investments shared his thoughts on intelligent investing in a conversation with John at Best Ideas 2023.

Thor Industries: Well-Managed Leader in Oligopolistic, Rational Industry

Javier López Bernardo of BrightGate Capital presented his investment thesis on Thor Industries (US: THO) at Best Ideas 2023.

Three NCAV Bargains: Car Mate Mfg, Daiken Co, Playmates Toys

Juan Matienzo of Mercor presented Car Mate (Japan: 7297), Daiken (Japan: 5900), and Playmates Toys (HK: 0869) at Best Ideas 2023.

HDFC Bank: Sustainably Growing Market Share Leader in India

Krish Mehta of Enam Holdings presented his investment thesis on HDFC Bank (India: HDFCB, US: HDB) at Best Ideas 2023.

Brisa Bridgestone: Dominant Tire Manufacturer in Turkey

Mesut Ellialtioglu of Talas Turkey Value Fund presented his thesis on Brisa Bridgestone (Turkey: BRISA) at Best Ideas 2023.

Heritage-Crystal Clean: Wide-Moat Route Density Business

Sam Sheldon of Punch & Associates presented his investment thesis on Heritage-Crystal Clean (US: HCCI) at Best Ideas 2023.

Medifast: Weight Loss Manager Undergoing Temporary Slowdown

Steve Gorelik of Firebird Management presented his in-depth investment thesis on Medifast (US: MED) at Best Ideas 2023.

IWG: FCF-Generative, Growing Leader in Flexible Workplace Solutions

Yaron Naymark of 1 Main Capital presented his investment thesis on International Workplace Group (UK: IWG) at Best Ideas 2023.

Unit Corporation: Substantial FCF, Cheap Valuation, Uplisting Catalyst

Michael Melby of Gate City Capital Management presented his investment thesis on Unit Corporation (US: UNTC) at Best Ideas 2023.

ITV plc: Disappointing, Ugly, Troubled, Hated, and Misunderstood

Simon Caufield of SIM Limited presented his in-depth investment thesis on broadcaster ITV plc (UK: ITV) at Best Ideas 2023.

Crossroads Impact: Advantaged Leader in Growing, Massive Market

Rimmy Malhotra of Nicoya Capital presented his in-depth investment thesis on Crossroads Impact (US: CRSS) at Best Ideas 2023.

Two Energy Ideas: Sprott Physical Uranium Trust, PrairieSky Royalty

Samir Mohamed presented Sprott Physical Uranium (Canada: U.UN) and PrairieSky Royalty (Canada: PSK) at Best Ideas 2023.

Three Ideas: Asbury Automotive, CMH, Sixth Street Specialty Lending

Keith Smith presented Asbury Auto (US: ABG), CMH (South Africa: CMH), and Sixth Street Specialty Lending (US: TSLX) at Best Ideas 2023.

Nestle: Changes in Culture and Portfolio Drive Growth Acceleration

Christian Billinger of Billinger Förvaltning presented his investment thesis on Nestle (Switzerland: NESN) at Best Ideas 2022.

Liberty Latin America: FCF Growth, Buybacks to Drive Equity Upside

Nitin Sacheti of ARS Investment Partners / Papyrus Capital presented his thesis on Liberty Latin America (US: LILAK) at Best Ideas 2023.

Liberty Braves: Growing Monopoly With Unappreciated Catalyst

Chris Colvin of Breach Inlet Capital presented his investment thesis on Liberty Braves (US: BATRA, BATRB, BATRK) at Best Ideas 2023.

Mohnish Pabrai on Intelligent Investing Globally in 2023 and Beyond

In a keynote Q&A at Best Ideas 2023, Mohnish Pabrai discussed his latest thoughts on value-oriented investing around the world.