Masters of Conviction

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 sustainable cash flow, grow topline and leverage Gulf Island's fixed corporate cost structure.

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 segments they operate as well as the company's capital allocation strategy.

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.

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 and nuances of the industry and sets the table for our Part II interview, which will cover his highest conviction investment idea.  

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 assumptions as well as his investment premise.