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IdeaHouse 2026 – 40+ Stock Pitches From Omaha

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Adan Morfin
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On Sunday, May 3, 2026 – the day after the Berkshire Hathaway annual meeting – 42 individual investors took the stage at the second annual IdeaHouse 2026 Value Investing Best Ideas Conference, a roughly 6.5-hour stock-pitch competition co-founded by David Kwok and Sanjeet Mavi (both Columbia Business School Value Investing program alumni). Each presenter delivered a 5-to-8 minute pitch on what they consider their best single idea today. Across the day, six recurring themes emerged. Rather than attempt one massive recap post, we have grouped all 42 pitches into six themed write-ups plus a fully verified speaker roster – every name, firm, role, key statistic, and profile link, with question marks beside anything we could not confirm from public...

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Adan is a Research Analyst for Hedge Fund Alpha, covering major investment conferences and reporting key insights to the publication’s leadership. He is a freshman at Creighton University’s Heider College of Business, studying Finance and Accounting.