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 featured more than fifty instructors from January 17-24.
Access past Best Ideas conferences: 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014
Francisco Carrillo of Mexico Value Partners presented Promotora y Operadora de Infraestructura (PINFRA) at Best Ideas 2023.
John Barr of Needham Funds presented his in-depth investment thesis on Clean Harbors (US: CLH) at Best Ideas 2023.
Elliot Turner of RGA Investment Advisors presented his in-depth investment thesis on Azenta (US: AZTA) at Best Ideas 2023.
Jeffrey Stacey of Stacey Muirhead Capital Management updated his thesis on Fairfax India (Canada: FIH.U) at Best Ideas 2023.
Fred Steiner of BCCM Advisors presented his investment thesis on Edita Food Industries (UK: EFID) at Best Ideas 2023.
Parul Garg of Pender presented her thesis on the fulcrum security of bankrupt Cineworld (UK: CINE) at Best Ideas 2023.
Adrian Saville presented Stor-Age (SA: SSS), Sabvest Capital (SA: SBP), and Omega Healthcare Investors (US: OHI) at Best Ideas 2023.
Bob Robotti of Robotti & Company discussed his investment thesis on Subsea 7 (Norway: SUBC, US: SUBCY) at Best Ideas 2023.
James Davolos of Horizon Kinetics presented his in-depth investment thesis on Aurubis (Germany: NDA) at Best Ideas 2023.
Ken Majmudar and Sam Namiri of Ridgewood Investments presented Newtek Business Services (US: NEWT) at Best Ideas 2023.
Mordechai Yavneh of Focus Capital Management presented his investment thesis on Kingsgate (Australia: KCN) at Best Ideas 2023.
Charles Hoeveler of Norwood Capital Partners presented his investment thesis on API Group (US: APG) at Best Ideas 2023.
Bogumil Baranowski of Sicart Associates presented his in-depth investment thesis on Airbnb (US: ABNB) at Best Ideas 2023.
Kyle Mowery of GrizzlyRock Capital presented his investment thesis on Orion Engineered Carbons (US: OEC) at Best Ideas 2023.
Javier Echevarria of Invexcel Patrimonio presented his investment thesis on Grifols (Spain: GRF, US: GRFS) at Best Ideas 2023.
Patrick Brennan of Brennan Asset Management presented his thesis on Charter Communications (US: CHTR) at Best Ideas 2023.
Mike Kruger of MPK Partners presented his in-depth investment thesis on Ströer SE & Co KGaA (Germany: SAX) at Best Ideas 2023.
Amit Wadhwaney of Moerus Capital Management presented Companhia Brasileira de Distribuicao (Brazil: PCAR4, US: CBD) at Best Ideas 2023.
Jean Pierre Verster of Protea Capital Management presented his investment thesis on Trigano (France: TRI) at Best Ideas 2023.
Ben Beneche of Tourbillon presented his in-depth investment thesis on Admiral Group (UK: ADM) at Best Ideas 2023.
Christopher Karlin of Aquitania Capital Management presented his investment thesis on Rogers Corp. (US: ROG) at Best Ideas 2023.
Edward Chang of Pledge Capital presented his in-depth investment thesis on Amazon (US: AMZN) at Best Ideas 2023.
Frank Fischer of Shareholder Value Management presented his investment thesis on SAP (Germany: SAP) at Best Ideas 2023.
Javier López Bernardo of BrightGate Capital presented his investment thesis on Thor Industries (US: THO) at Best Ideas 2023.
Krish Mehta of Enam Holdings presented his investment thesis on HDFC Bank (India: HDFCB, US: HDB) at Best Ideas 2023.
Sam Sheldon of Punch & Associates presented his investment thesis on Heritage-Crystal Clean (US: HCCI) at Best Ideas 2023.
Steve Gorelik of Firebird Management presented his in-depth investment thesis on Medifast (US: MED) at Best Ideas 2023.
Michael Melby of Gate City Capital Management presented his investment thesis on Unit Corporation (US: UNTC) at Best Ideas 2023.
Rimmy Malhotra of Nicoya Capital presented his in-depth investment thesis on Crossroads Impact (US: CRSS) at Best Ideas 2023.
Samir Mohamed presented Sprott Physical Uranium (Canada: U.UN) and PrairieSky Royalty (Canada: PSK) at Best Ideas 2023.
Keith Smith presented Asbury Auto (US: ABG), CMH (South Africa: CMH), and Sixth Street Specialty Lending (US: TSLX) at Best Ideas 2023.
Christian Billinger of Billinger Förvaltning presented his investment thesis on Nestle (Switzerland: NESN) at Best Ideas 2022.
Nitin Sacheti of ARS Investment Partners / Papyrus Capital presented his thesis on Liberty Latin America (US: LILAK) at Best Ideas 2023.
Chris Colvin of Breach Inlet Capital presented his investment thesis on Liberty Braves (US: BATRA, BATRB, BATRK) at Best Ideas 2023.
In a keynote Q&A at Best Ideas 2023, Mohnish Pabrai discussed his latest thoughts on value-oriented investing around the world.
