Masters of Conviction
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.
Podcasting since 2021 • 6 episodes
Masters of Conviction
Latest Episodes
From Turnaround to Blue Skies - Interview with Richard Heo, CEO of Gulf Island Fabrication
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...
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Episode 6
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1:09:55
Interview with David Watson - CEO of Argan Inc.
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 busi...
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Season 1
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Episode 5
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55:12
Building Power Plants with Argan Inc.
Host, David LaSalle discusses Argan Inc., a portfolio name with compelling growth and value dynamics.
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Season 1
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Episode 4
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9:19
Classically Cheap and Underfollowed - UNTC
Michael Melby on Energy company - Unit Corporation (UNTC)In this Episode, Michael Melby of Gate City Capital Management discusses his investment thesis in energy company Unit Corp. (UNTC). We discuss the business drivers and cash ...
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Season 1
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Episode 2
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58:16
A Detailed Discussion of a Burgeoning Young Industry - Part 1 with Aaron Edelheit - Industry Breakdown
In Part 1 of this two-piece interview, Aaron walks us through his journey into a relatively young investment space and why he believes it presents the single best investment opportunity he's ever seen. He discusses the key drivers, dynami...
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Season 1
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Episode 3
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1:31:15
