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 2026 takes place from January 6-16.
Access past editions: 2025, 24, 23, 22, 21, 20, 19, 18, 17, 16, 15, 14
James Hannack of Punch & Associates presented his in-depth investment thesis on Cavco Industries (US: CVCO) at Best Ideas 2026.
Jeffrey Stacey of Stacey Muirhead Capital Management presented his investment thesis on Pluxee (France: PLX) at Best Ideas 2026.
Amar Pandya of PenderFund Capital Management presented his in-depth investment thesis on 5N Plus (Canada: VNP) at Best Ideas 2026.
Christopher Karlin of Associated Bank presented his in-depth investment thesis on Shift4 Payments (US: FOUR) at Best Ideas 2026.
Javier Echevarria of Invexcel Patrimonio presented his investment thesis on Tubacex (Spain: TUB) at Best Ideas 2026, hosted by MOI Global.
Mike Kruger of MPK Partners presented his investment thesis on Tenaz Energy (Canada: TNZ) at Best Ideas 2026, hosted by MOI Global.
Alex Gates of Clayton Partners presented his investment thesis on First Solar (US: FSLR) at Best Ideas 2026, hosted by MOI Global.
Stephen Dodson of Bretton Fund presented his in-depth investment thesis on UnitedHealth Group (US: UNH) at Best Ideas 2026.
Nitin Sacheti of Papyrus Capital presented his investment thesis on a publicly-listed MLP, Genesis Energy LP (US: GEL), at Best Ideas 2026.
Keith Smith of Bonhoeffer Fund discussed the intelligent use of leverage to boost long-term equity returns at Best Ideas 2026.
Amit Wadhwaney of Moerus Capital Management presented his investment thesis on Natura Cosméticos (Brazil: NATU3) at Best Ideas 2026.
Christian Billinger of Billinger Förvaltning presented his investment thesis on European spirits companies at Best Ideas 2026.
Kyle Mowery of GrizzlyRock Capital presented his in-depth investment thesis on AMN Healthcare Services (US: AMN) at Best Ideas 2026.
Patrick Brennan of Brennan Asset Management presented his investment thesis on Metro Bank (UK: MTRO) at Best Ideas 2026.
A.J. Noronha of Desai Capital Management presented his investment thesis on Cal-Maine Foods (US: CALM) at Best Ideas 2026.
Tito Avila of LIS Capital presented his in-depth investment thesis on Brookfield Corporation (US/Canada: BN) at Best Ideas 2026.
Steven Gorelik of Firebird Management presented his in-depth investment thesis on Akamai Technologies (US: AKAM) at Best Ideas 2026.
Bob Robotti of Robotti & Company Advisors presented his investment thesis on Subsea 7 (Norway: SUBC, US: SUBCY) at Best Ideas 2026.
Elliot Turner of RGA Investment Advisors presented his in-depth investment thesis on Celsius Holdings (US: CELH) at Best Ideas 2026.
Will Thomson of Massif Capital presented his in-depth investment thesis on Global Atomic Corp. (Canada: GLO) at Best Ideas 2026.
Javier López Bernardo of BrightGate Capital presented his investment thesis on Private Bancorp of America (US: PBAM) at Best Ideas 2026.
Michael Melby of Gate City Capital Management presented his investment thesis on Intrepid Potash (US: IPI) at Best Ideas 2026.
Monsoon Pabrai of Drew Investments presented her in-depth investment thesis on Gimat (Turkey: GMTAS) at Best Ideas 2026.
Chris Waller of Plural Investing presented his in-depth investment thesis on GCI Liberty (US: GLIBK) at Best Ideas 2026.
Jean Pierre Verster of Protea Capital Management presented his investment thesis on TBC Bank Group (UK: TBCG) at Best Ideas 2026.
Ben Beneche of Tourbillon Investment Partnership presented his in-depth investment thesis on Greggs plc (UK: GRG) at Best Ideas 2026.
Private investor Samir Mohamed presented his investment thesis on AbraSilver Resource Corporation (Canada: ABRA) at Best Ideas 2026.
