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 2024 took place from January 10-18.
Access past editions: 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014
Juan Matienzo of Mercor Investment Group presented Kikukawa (Japan: 6346), Charle Co. (Japan: 9885), and Sanko Co. (Japan: 6964).
Alex Gates of Clayton Partners presented his in-depth investment thesis on Talen Energy (US: TLNE) at Best Ideas 2024.
Christopher Karlin of Aquitania Capital Management presented his investment thesis on Dino Polska (Poland: DNP) at Best Ideas 2024.
Francisco Carrillo of Mexico Value Partners presented his thesis on El Puerto de Liverpool (Mexico: LIVEPOLC) at Best Ideas 2024.
Nitin Sacheti of Papyrus Capital presented his investment thesis on Conx Corp. (US: CONX, CONXW) at Best Ideas 2024.
Simon Caufield of SIM Limited presented his investment thesis on Hargreaves Services (UK: HSP) 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.
Frank Fischer of Shareholder Value Management presented his thesis on Sartorius Stedim Biotech (France: DIM) at Best Ideas 2024.
Steve Gorelik of Firebird Management presented his investment thesis on Fleetcor Technologies (US: FLT) at Best Ideas 2024.
Javier Echevarria of Invexcel Patrimonio presented his in-depth investment thesis on Piaggio (Italy: PIA) 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.
Jeffrey Stacey of Stacey Muirhead Capital Management presented his thesis on Capri Holdings (US: CPRI) at Best Ideas 2024.
Ian Clark of Dichotomy Capital presented his investment thesis on TPI Composites (US: TPIC) at Best Ideas 2024.
Stephen Dodson of Bretton Fund presented his investment thesis on American Express (US: AXP) at Best Ideas 2024.
Aaron Edelheit of Mindset Capital discussed his outlook and investment thesis on the cannabis industry at Best Ideas 2024.
John Barr of Needham Funds presented his in-depth investment thesis on nLIGHT, Inc. (US: LASR) at Best Ideas 2024.
Jeff Auxier of Auxier Asset Management discussed his investment thesis on Arch Capital Group (US: ACGL) at Best Ideas 2024.
Glenn Surowiec of GDS Investments shared his thoughts on intelligent investing in 2024 in a conversation with John Mihaljevic.
James Fletcher of Ethos Investment Management presented his investment thesis on KINX (Korea: 093320) at Best Ideas 2024.
A.J. Noronha of Desai Capital Management presented his investment thesis on DRDGOLD (US: DRD) at Best Ideas 2024.
Gwen Hofmeyr of Folly Partners presented her investment thesis on Hingham Institution for Savings (US: HIFS) at Best Ideas 2024.
Christian Billinger of Billinger Förvaltning presented his investment thesis on Heineken Holding (Netherlands: HEIO) at Best Ideas 2024.
Krish Mehta of Enam Holdings presented his investment thesis on HDFC Bank (India: HDFCB, US: HDB) at Best Ideas 2024.
Andrew Rem of Odinson Partners presented his investment thesis on Innovative Solutions & Support (US: ISSC) at Best Ideas 2024.
Bogumil Baranowski of Sicart Associates presented his investment thesis on Zoom Video Communications (US: ZM) at Best Ideas 2024.
Edward Chang of Pledge Capital presented his investment thesis on Dollar Tree (US: DLTR) at Best Ideas 2024.
Anthony Perala of Punch & Associates presented his investment thesis on Douglas Dynamics (US: PLOW) 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.
Michael Melby of Gate City Capital Management presented his investment thesis on Alico, Inc. (US: ALCO) at Best Ideas 2024.
Jean Pierre Verster of Protea Capital Management presented his in-depth investment thesis on Kering (France: KER) 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.
Mesut Ellialtioglu of Talas Turkey Value Fund presented his investment thesis on BIM Birlesik Magazalar (Turkey: BIMAS) at Best Ideas 2024.
Family office investor Samir Mohamed presented his investment thesis on G Mining Ventures (Canada: GMIN) at Best Ideas 2024.
Keith Smith of Bonhoeffer Fund discussed the theme “Lollapalooza Effects of Scale, Consolidation, and Growth” at Best Ideas 2024.
Kyle Mowery of GrizzlyRock Capital presented his in-depth investment thesis on Ferroglobe plc (US: GSM) at Best Ideas 2024.
