360 One Wam: Leading Wealth and Alternatives Asset Manager in India
Sameer Shah of ValueQuest presented his investment thesis on 360 One Wam Ltd (India: 360ONE) at Asian Investing Summit 2024.
Three Japanese Net Nets: Mitachi (3321), Soiken (2385), ItoKuro (6049)
Gaurang Merani of Global Investing Insight discussed his quantitative value approach and presented three Japanese net nets.
HEG: Dual Growth Engine: Low-Cost Graphite Electrodes, Li-Ion Batteries
Nandan Madhiwalla of Punctilious One presented his investment thesis on HEG Ltd (India: HEG) at Asian Investing Summit 2024.
Intellect Design Arena: Financial Tech Leader With Long Growth Runway
Rahul Saraogi of Atyant Capital Advisors presented Intellect Design Arena (India: INTELLECT) at Asian Investing Summit 2024.
Lemon Tree Hotels: Strong Position, Capital-Light Growth Opportunity
Amit Kumar of HDFC Securities presented his thesis on Lemon Tree Hotels (India: LEMONTRE) at Asian Investing Summit 2024.
GHCL Textiles: Strong Management, With Proven Record of Value Creation
V.P. Rajesh and Saurabh Basrar of Banyan Capital presented GHCL Textiles (India: GHCLTEXT) at Asian Investing Summit 2024.
Café de Coral: Hong Kong Fast-Food Chain in Post-COVID Margin Recovery
Michael Fritzell of Asian Century Stocks presented his thesis on Café de Coral (Hong Kong: 341) at Asian Investing Summit 2024.
ideaForge: India’s Founder-Led Drone Technology Champion
Rajeev Mantri of Navam Capital presented his thesis on ideaForge (India: IDEAFORG) at Asian Investing Summit 2024.
Intelligent Monitoring: Australasia’s Largest Security Monitoring Player
Peter Kennan of Black Crane Capital presented Intelligent Monitoring Group (Australia: IMB) at Asian Investing Summit 2024.
Adani Ports: Largest Private Sector Port Operator in India
Naveen Chandramohan of Itus Capital presented his thesis on Adani Ports (India: ADANIPORTS) at Asian Investing Summit 2024.
Bank CenterCredit: Third-Largest Bank in Kazakhstan at Deep Discount
Isaac Schwartz of Robotti & Company presented his thesis on Bank CenterCredit (Kazakhstan: CCBN) at Asian Investing Summit 2024.
Daiei Kankyo: Waste Manager With Organic and M&A Growth
Jiro Yasu of Varecs Partners presented an investment thesis on Daiei Kankyo (Tokyo: 9336) at Asian Investing Summit 2024.
Zenkoku Hosho: Japan’s Only Independent Credit Guarantee Firm
Kimi Venkataraman presented an investment thesis on Zenkoku Hosho Co Ltd (Tokyo: 7164) at Asian Investing Summit 2024.
Manappuram: Owner-Operated Non-Banking Financial Company
Rajeev Agrawal of DoorDarshi Advisors presented his thesis on Manappuram Finance (India: MGFL) at Asian Investing Summit 2024.
Japanese Small Value: Market Updates, Opportunity Set, Constraints
Nick Schmitz of Verdad Advisers presented his research findings into Japanese small value equities at Asian Investing Summit 2024.
Three NCAV Bargains in Japan: Kikukawa Enterprise, Charle, Sanko
Juan Matienzo of Mercor Investment Group presented Kikukawa (Japan: 6346), Charle Co. (Japan: 9885), and Sanko Co. (Japan: 6964).
Talen: Power Producer With Strong FCF and Crown-Jewel Nuclear Asset
Alex Gates of Clayton Partners presented his in-depth investment thesis on Talen Energy (US: TLNE) at Best Ideas 2024.
Dino Polska: Owner-Operated Compounder With Long Runway
Christopher Karlin of Aquitania Capital Management presented his investment thesis on Dino Polska (Poland: DNP) at Best Ideas 2024.
Liverpool: Dynamic Player in Mexican Retail, With Major Logistics Asset
Francisco Carrillo of Mexico Value Partners presented his thesis on El Puerto de Liverpool (Mexico: LIVEPOLC) at Best Ideas 2024.
Conx: Charlie Ergen SPAC in Talks to Acquire DISH-Owned Boost Wireless
Nitin Sacheti of Papyrus Capital presented his investment thesis on Conx Corp. (US: CONX, CONXW) at Best Ideas 2024.
Hargreaves: Misunderstood Sum-of-the-Parts Bargain With Catalysts
Simon Caufield of SIM Limited presented his investment thesis on Hargreaves Services (UK: HSP) at Best Ideas 2024.
DSGR: High-ROIC Specialty Distributor With Consolidation Opportunity
Charles Hoeveler of Norwood Capital Partners presented his thesis on Distribution Solutions Group (US: DSGR) at Best Ideas 2024.
LSB: Transformed, Competitively Advantaged Ammonia Producer
Bob Robotti of Robotti & Company Advisors discussed his investment thesis on LSB Industries (US: LXU) at Best Ideas 2024.
CAB Payments: Bombed-Out Price Creates Asymmetrical Opportunity
Patrick Brennan of Brennan Asset Management presented his investment thesis on CAB Payments (UK: CABP) at Best Ideas 2024.
Cromwell Property: Real Estate Owner and Asset Manager at Deep Discount
Amit Wadhwaney of Moerus Capital Management presented his thesis on Cromwell Property Group (Australia: CMW) at Best Ideas 2024.
Sartorius Stedim Biotech: Transitory Effects Overshadow Secular Growth
Frank Fischer of Shareholder Value Management presented his thesis on Sartorius Stedim Biotech (France: DIM) at Best Ideas 2024.
Fleetcor: Fast-Growing, Capital-Light, High-Margin Payments Business
Steve Gorelik of Firebird Management presented his investment thesis on Fleetcor Technologies (US: FLT) at Best Ideas 2024.
Piaggio: Family-Controlled, Well-Run Owner of Iconic Two-Wheeler Brands
Javier Echevarria of Invexcel Patrimonio presented his in-depth investment thesis on Piaggio (Italy: PIA) at Best Ideas 2024.
DSGR: Transformed, Growing, Owner-Operated Specialty Distributor
Brad Hathaway of Far View Capital Management presented his thesis on Distribution Solutions Group (US: DSGR) at Best Ideas 2024.
Northeast Bank: Well-Managed, Opportunistic Purchaser of CRE Loans
Javier López Bernardo of BrightGate Capital presented his investment thesis on Northeast Bank (US: NBN) at Best Ideas 2024.