Deep Value Meets Vision Tech: Aron English on Stoneridge
Aron English, founder and portfolio manager of 22NW, returns [...]
APEI at an Inflection Point: A Rare Triple Play Opportunity
Episode 8 features a detailed conversation with Angela Selden, [...]
Nursing the Future with APEI. A Thematic Story Wall Street Overlooks.
In this podcast, I lay out my investment case [...]
From Turnaround to Blue Skies – Interview with Richard Heo, CEO of Gulf Island Fabrication
In Episode 6, I interview Richard Heo, CEO of [...]
Interview with David Watson – CEO of Argan Inc.
This is a wide-ranging and informative conversation with [...]
Building Power Plants with Argan Inc.
Host, David LaSalle discusses Argan Inc., a [...]
The Detailed Understanding of a Burgeoning Young Industry – Part 1 with Aaron Edelheit – Industry Breakdown
In Part 1 of this two-piece interview, [...]
Classically Cheap and Underfollowed – UNTC
Michael Melby on Energy company - Unit [...]
Value and Growth in Construction – STRL
Guest - Aron EnglishSterling Construction (STRL) [...]
Simple Goals of the Masters of Conviction Network
There are hundreds of very smart, but relatively unknown professional managers that invest in companies most of us have us have never heard of. Our mission's goals of the Masters of Conviction's Network are simple ...
