Best Ideas Omaha 2022, held on April 29 during the Berkshire Hathaway annual meeting weekend, brought together twelve great speakers and nearly one hundred MOI Global members to discuss intelligent investing and explore actionable ideas. We are grateful to Billinger Förvaltning and PenderFund Capital Management for their generous support.
Best Ideas Omaha 2022: Christian Billinger on Davide Campari Milano
Christian Billinger of Billinger Förvaltning shared his thesis on Davide Campari-Milano (Italy: CPR) at Best Ideas Omaha 2022.
Best Ideas Omaha 2022: Tom Russo on Global Investing and Heineken
Thomas A. Russo of Gardner Russo & Quinn shared his thesis on Heineken (Netherlands: HEIA) at Best Ideas Omaha 2022.
Best Ideas Omaha 2022: Bob Robotti on Olin Corporation
Bob Robotti of Robotti & Company shared his thesis on Olin (US: OLN) and the “Revenge of the Old Economy” at Best Ideas Omaha 2022.
Best Ideas Omaha 2022: Chris Bloomstran on HF Sinclair
Chris Bloomstran of Semper Augustus shared his investment thesis on HF Sinclair (US: DINO) at Best Ideas Omaha 2022.
Best Ideas Omaha 2022: Brad Hathaway on DSGR (formerly LAWS)
Brad Hathaway of Far View Capital Management shared his thesis on Distribution Solutions Group (US: DSGR) at Best Ideas Omaha 2022.
Best Ideas Omaha 2022: Keith Smith on The E. W. Scripps Company
Keith Smith of Bonhoeffer Fund shared his investment thesis on The E. W. Scripps Company (US: SSP) at Best Ideas Omaha 2022.
Best Ideas Omaha 2022: Patrick Brennan on Permanent TSB Group
Patrick Brennan of Brennan Asset Management shared his thesis on Permanent TSB (Ireland: IL0A) at Best Ideas Omaha 2022.
Best Ideas Omaha 2022: Edward Chang on The Joint Corp.
Edward Chang of Pledge Capital shared his investment thesis on The Joint Corp. (US: JYNT) at Best Ideas Omaha 2022.
Best Ideas Omaha 2022: Steve Gorelik on Realogy Holdings
Steven Gorelik of Firebird Management shared his investment thesis on Realogy Holdings (US: RLGY) at Best Ideas Omaha 2022.
Best Ideas Omaha 2022: Shree Viswanathan on Dino Polska
Shreekkanth Viswanathan of SVN Capital shared his investment thesis on Dino Polska (Poland: DNP) at Best Ideas Omaha 2022.
Best Ideas Omaha 2022: Todd Wenning on Masimo
Todd Wenning of Ensemble Capital Management shared his thesis on Masimo Corporation (US: MASI) at Best Ideas Omaha 2022.
Best Ideas Omaha 2022: Luis V. Sanchez on Endor
Luis V. Sanchez of LVS Advisory shared his investment thesis on Endor AG (Germany: E2N) at Best Ideas Omaha 2022.