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.
Masters of Conviction
Classically Cheap and Underfollowed - UNTC
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David LaSalle
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Season 1
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Episode 2
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.