Alex Gates of Clayton Partners presented his in-depth investment thesis on Talen Energy (US: TLNE) at Best Ideas 2024.

Nitin Sacheti of Papyrus Capital presented his investment thesis on Conx Corp. (US: CONX, CONXW) at Best Ideas 2024.

Charles Hoeveler of Norwood Capital Partners presented his thesis on Distribution Solutions Group (US: DSGR) at Best Ideas 2024.

Bob Robotti of Robotti & Company Advisors discussed his investment thesis on LSB Industries (US: LXU) at Best Ideas 2024.

Patrick Brennan of Brennan Asset Management presented his investment thesis on CAB Payments (UK: CABP) at Best Ideas 2024.

Amit Wadhwaney of Moerus Capital Management presented his thesis on Cromwell Property Group (Australia: CMW) at Best Ideas 2024.

Steve Gorelik of Firebird Management presented his investment thesis on Fleetcor Technologies (US: FLT) at Best Ideas 2024.

Brad Hathaway of Far View Capital Management presented his thesis on Distribution Solutions Group (US: DSGR) at Best Ideas 2024.

Javier López Bernardo of BrightGate Capital presented his investment thesis on Northeast Bank (US: NBN) at Best Ideas 2024.

Ian Clark of Dichotomy Capital presented his investment thesis on TPI Composites (US: TPIC) at Best Ideas 2024.

Christian Billinger of Billinger Förvaltning presented his investment thesis on Heineken Holding (Netherlands: HEIO) at Best Ideas 2024.

Bill Chen of Rhizome Partners presented Mid-America Apartments (US: MAA) and Camden Property Trust (US: CPT) at Best Ideas 2024.

Mike Kruger of MPK Partners presented his in-depth investment thesis on Card Factory (UK: CARD) at Best Ideas 2024.

Parul Garg of Pender presented her thesis on the fulcrum debt security of Emergent BioSolutions (US: EBS) at Best Ideas 2024.

Kyle Mowery of GrizzlyRock Capital presented his in-depth investment thesis on Ferroglobe plc (US: GSM) at Best Ideas 2024.