Masters of Conviction

Classically Cheap and Underfollowed - UNTC

September 08, 2022 David LaSalle Season 1 Episode 2
Classically Cheap and Underfollowed - UNTC
Masters of Conviction
More Info
Masters of Conviction
Classically Cheap and Underfollowed - UNTC
Sep 08, 2022 Season 1 Episode 2
David LaSalle

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 flow assumptions on all three segments of UNTC's business in order to determine its intrinsic value.

Show Notes

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 flow assumptions on all three segments of UNTC's business in order to determine its intrinsic value.