Masters of Conviction: Recent Episodes
David LaSalle
Learn from “Edge” managers and analysts that are just plain ole good stock pickers. These are the very smart, but unsung professionals who successfully call them day after day. The proof is in the pudding; we maintain critical performance scoreboards for each trade idea.
In Episode 6, I interview Richard Heo, CEO of Gulf Island Fabrication. In this all-encompassing conversation, we discuss the business in great detail; most importantly the process improvements which put the company on a steady path to generate sustainable cash flow, grow topline and leverage Gulf Island's fixed corporate cost structure.
This is a wide-ranging and informative conversation with David Watson, CEO of Argan Inc. (AGX). In this interview, we discuss among other things, key business drivers of current and future growth, the competitive landscape within the business segments they operate as well as the company's capital allocation strategy.
Host, David LaSalle discusses Argan Inc., a portfolio name with compelling growth and value dynamics.
In Part 1 of this two piece interview, Aaron walks us through his journey into the Cannabis space and why he believes it presents the single best investment opportunity he's ever seen. He discusses the the drivers, dynamics and nuances of the industry and sets the table for our Part II interview, which will cover his highest conviction investment idea.
Michael Melby on Energy company - Unit Corporation (UNTC)
In this Episode, Michael Melby discusses his investment thesis in energy company Unit Corp. (UNTC). We discuss the business drivers and cash flow assumptions on all three segments of UNTC's business in order to determine its intrinsic value.