Replay: Best Ideas 2022

The tenth-annual edition of Best Ideas brought together great minds from the MOI Global network of intelligent investors, with a focus on timely and actionable investment ideas.

Members enjoy complimentary and exclusive access.

Enjoy the wisdom, insights, and ideas of selected thought leaders:

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.

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European Investing Summit 2021

Discover Great Instructors and Great Ideas

The Zurich Project 2022

In June 2022, a select group of fund managers and founders will come together for the fifth edition of this invitation-only forum in beautiful Switzerland. Investors building firms for the long term share experiences, best practices, and ideas in an intimate private setting, far from the demands of day-to-day business.

The Zurich Project has received acclaim for its unique culture of respect, camaraderie, and honesty.

See a few impressions.

The Frankfurt Conversation 2022

In November 2022, invited members of MOI Global will meet in Frankfurt, Germany, for a day of wisdom and idea sharing.

The Frankfurt Conversation will address selected topics related to intelligent investing in Europe and beyond.

In the past, invited members engaged with European superinvestors Daniel Gladis, Dr. Hendrik Leber, Guy Spier, and others.

Replay selected past sessions.

Latticework 2022

In late 2022, members will convene at the Yale Club of New York City for the sixth annual Latticework. The summit explores mental models in a changing world. It has been lauded as a uniquely impactful forum of the best minds from the MOI Global community.

Speakers have included Charles de Vaulx, Tom Gayner, Howard Marks, Michael Mauboussin, Mohnish Pabrai, Tom Russo, Murray Stahl, Will Thorndike, Arnold Van Den Berg, and Ed Wachenheim.

Replay selected past sessions.

Ideaweek 2023

Ideaweek brings together inquisitive minds to explore ideas of consequence in investing, business, and life.

In early February 2023, invited members of the MOI Global community will meet in St. Moritz, Switzerland for a week of skiing, discussion, and friendship. The fourth annual Ideaweek is a showcase of ideas, a platform for great conversations, and an opportunity to catalyze relationships with like-minded individuals.

Read impressions from the last edition.

Savneet Singh and Scott Miller on Winning in Enterprise Software

December 14, 2021 in Diary, Equities, Featured, Full Video, Interviews, Invest Intelligently Podcast, Latticework, Latticework Online, Member Podcasts

Scott Miller, Founder of Greenhaven Road Capital, and Savneet Singh, President and CEO of PAR Technology (NYSE: PAR), joined members for a fireside chat at Latticework on December 15, 2021.

Scott and Savneet explored the topic, “Spotting Winners in Tomorrow’s Enterprise Software Ecosystem”. Savneet talked about the evolution, business model, and strategy of PAR Technology.

This conversation is available as an episode of “Gain Industry Insights” and “Discover Great Ideas”, member podcasts of MOI Global. (Learn how to access.)

Replay this virtual fireside chat:

audio recording

About the session host:

Scott Miller is the Founder of Greenhaven Road Capital, a boutique investment partnership that seeks out off the beaten path investments, modeled after the early Buffett partnerships. The firm is built on the belief that a focused investment manager can outperform an index by limiting fund capacity and by concentrating exposure on a few great ideas over a long time horizon. Experience as an owner-operator of businesses influence Greenhaven’s approach towards partially-owning companies rather than merely picking stocks. Prior to founding Greenhaven Road, Scott co-founded Acelero Learning, serving in a variety of roles over a decade from CFO to CTO, to Chief Strategy Officer to his current role of Board Member. Additionally, Scott managed a manufacturing business, with responsibility for hiring, firing, planning inventory, negotiating with suppliers and acquiring customers at a reasonable cost. Scott holds an MBA and a Masters in Education from Stanford University.

About the featured guest:

Savneet Singh is the President & CEO of PAR Technology Corp., and President of ParTech, Inc. Savneet is a partner of CoVenture, LLC, a multi-asset manager with funds in venture capital, direct lending, and cryptocurrency. He has served as a partner of CoVenture since June 2018. From 2017-2018, Savneet served as the managing partner of Tera Holdings, Inc., a holding company of niche software businesses that he co-founded. In 2009, Savneet co-founded GBI, LLC, an electronic platform that allows investors to buy, trade and store physical precious metals. During his tenure at GBI from 2009-2017, Savneet served as GBI’s chief operating officer, its chief executive officer, and its president. Savneet serves on the Board of Blockchain Power (TSX:BPWR) and PAR Technology. Savneet received his B.S. in Applied Economics and Management from Cornell University.

Highlighted Tweet by ChrisBloomstran

January 14, 2022 in Twitter

Replay:
Latticework 2021

On December 15-16, the MOI Global community — along with a group of leading investment managers and CEOs — explored intelligent investing on the right side of change.

Members enjoy complimentary and exclusive access.

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