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

From Turnaround to Blue Skies - Interview with Richard Heo, CEO of Gulf Island Fabrication

10 days ago 1h 9m

Interview with David Watson - CEO of Argan Inc.

Oct 11th, 2023 55m 12s

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

Building Power Plants with Argan Inc.

Oct 27th, 2022 9m 19s

Host, David LaSalle discusses Argan Inc., a portfolio name with compelling growth and value dynamics.

Classically Cheap and Underfollowed - UNTC

Sep 8th, 2022 58m 16s

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 assumpti

Classically Cheap and Underfollowed - UNTC

Sep 2nd, 2022 57m 42s

Michael Melby on Energy company - Unit Corporation (UNTC)

A Detailed Discussion of a Burgeoning Young Industry - Part 1 with Aaron Edelheit - Industry Breakdown

Mar 3rd, 2022 1h 31m

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, dynamics an

Value and Growth in Construction - Sterling Construction (STRL)

Dec 18th, 2021 42m 24s

Aron English on Sterling Construction (STRL)In this conversation with Portfolio Manager Aron English, we discuss his top pick, Sterling Construction (STRL). We dive into Sterling Construction's business model, Aron's cash flow and earnings ass

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