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

Cavco: Strategic M&A and Utilization Gains Set Path to Double Earnings

James Hannack of Punch & Associates presented his in-depth investment thesis on Cavco Industries (US: CVCO) at Best Ideas 2026.

Pluxee: Spinoff Dynamics, With Strong Management and Free Cash Flow

Jeffrey Stacey of Stacey Muirhead Capital Management presented his investment thesis on Pluxee (France: PLX) at Best Ideas 2026.

5N Plus: Capitalizing on the Reshoring of Critical Mineral Supply Chains

Amar Pandya of PenderFund Capital Management presented his in-depth investment thesis on 5N Plus (Canada: VNP) at Best Ideas 2026.

Shift4: Valuation Disconnect and the Path to a Billion Dollar FCF Run Rate

Christopher Karlin of Associated Bank presented his in-depth investment thesis on Shift4 Payments (US: FOUR) at Best Ideas 2026.

Tubacex: Leading a Global Oligopoly in Premium Tubular Solutions

Javier Echevarria of Invexcel Patrimonio presented his investment thesis on Tubacex (Spain: TUB) at Best Ideas 2026, hosted by MOI Global.

Tenaz Energy: Leveraging Supermajor Exits for High-Margin Gas Production

Mike Kruger of MPK Partners presented his investment thesis on Tenaz Energy (Canada: TNZ) at Best Ideas 2026, hosted by MOI Global.

First Solar: Decoupling from Chinese Supply via Thin-Film Technology

Alex Gates of Clayton Partners presented his investment thesis on First Solar (US: FSLR) at Best Ideas 2026, hosted by MOI Global.

UnitedHealth: Market Misinterprets Cyclical Pressures as Structural

Stephen Dodson of Bretton Fund presented his in-depth investment thesis on UnitedHealth Group (US: UNH) at Best Ideas 2026.

Genesis Energy: Transformation to Pure-Play Infrastructure Unlocks FCF

Nitin Sacheti of Papyrus Capital presented his investment thesis on a publicly-listed MLP, Genesis Energy LP (US: GEL), at Best Ideas 2026.

Meritz, Fairfax, Fidus: Using Leverage to Boost Long-Term Equity Returns

Keith Smith of Bonhoeffer Fund discussed the intelligent use of leverage to boost long-term equity returns at Best Ideas 2026.

Natura Cosméticos: Unmasking Core Value Amid Restructuring Noise

Amit Wadhwaney of Moerus Capital Management presented his investment thesis on Natura Cosméticos (Brazil: NATU3) at Best Ideas 2026.

Spirits: Why Structural Consumption Concerns Are Overblown

Christian Billinger of Billinger Förvaltning presented his investment thesis on European spirits companies at Best Ideas 2026.

AMN Healthcare: Capitalizing on the Inflection in Workforce Solutions

Kyle Mowery of GrizzlyRock Capital presented his in-depth investment thesis on AMN Healthcare Services (US: AMN) at Best Ideas 2026.

Metro Bank: Strong Deposit Franchise, Underappreciated MREL Unlock

Patrick Brennan of Brennan Asset Management presented his investment thesis on Metro Bank (UK: MTRO) at Best Ideas 2026.

Cal-Maine Foods: Vertically Integrated, Leading US Egg Producer

A.J. Noronha of Desai Capital Management presented his investment thesis on Cal-Maine Foods (US: CALM) at Best Ideas 2026.

Brookfield Corp.: Owner-Operated Long-Term Capital Allocation Platform

Tito Avila of LIS Capital presented his in-depth investment thesis on Brookfield Corporation (US/Canada: BN) at Best Ideas 2026.

Akamai: Underappreciated Shift to Security and Compute Drives Value

Steven Gorelik of Firebird Management presented his in-depth investment thesis on Akamai Technologies (US: AKAM) at Best Ideas 2026.

Subsea 7: Saipem Merger Creates Scale and Shareholder Value

Bob Robotti of Robotti & Company Advisors presented his investment thesis on Subsea 7 (Norway: SUBC, US: SUBCY) at Best Ideas 2026.

Celsius: Capitalizing on the “Better-For-You” Shift in Energy Drinks

Elliot Turner of RGA Investment Advisors presented his in-depth investment thesis on Celsius Holdings (US: CELH) at Best Ideas 2026.

Global Atomic: Strategic Bet on the Looming Uranium Supply Deficit

Will Thomson of Massif Capital presented his in-depth investment thesis on Global Atomic Corp. (Canada: GLO) at Best Ideas 2026.

PBAM: Well-Run SoCal Bank With Top-Decile ROA, Uplisting Potential

Javier López Bernardo of BrightGate Capital presented his investment thesis on Private Bancorp of America (US: PBAM) at Best Ideas 2026.

Intrepid Potash: Fertilizer Recovery Play, With Lithium/Land Optionality

Michael Melby of Gate City Capital Management presented his investment thesis on Intrepid Potash (US: IPI) at Best Ideas 2026.

Gimat: The Turkish “Costco” With a Decades-Long Growth Runway

Monsoon Pabrai of Drew Investments presented her in-depth investment thesis on Gimat (Turkey: GMTAS) at Best Ideas 2026.

GCI Liberty: Cash Cow Asset With Tax Shields and M&A Optionality

Chris Waller of Plural Investing presented his in-depth investment thesis on GCI Liberty (US: GLIBK) at Best Ideas 2026.

TBC Bank: A Mispriced Digital Growth Story in Central Asia

Jean Pierre Verster of Protea Capital Management presented his investment thesis on TBC Bank Group (UK: TBCG) at Best Ideas 2026.

Greggs: Capital Cycle Inflection and the Path to Margin Recovery

Ben Beneche of Tourbillon Investment Partnership presented his in-depth investment thesis on Greggs plc (UK: GRG) at Best Ideas 2026.

AbraSilver: Silver/Gold Explorer in Argentina With Proven Management

Private investor Samir Mohamed presented his investment thesis on AbraSilver Resource Corporation (Canada: ABRA) at Best Ideas 2026.

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