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
Deep Value Meets Vision Tech: Aron English on Stoneridge
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Episode 9
Aron English, founder and portfolio manager of 22NW, returns to Masters of Conviction to discuss his latest high-conviction idea: Stoneridge (NYSE: SRI). Once an overlooked auto-supplier, Stoneridge is transforming into a vision-technology company through its MirrorEye system — a product poised for explosive growth. David and Aron break down the deep-value setup, upcoming catalysts, and why this small-cap stock could be trading at just 3–4× forward EBITDA within two years.
