Masters of Conviction

Deep Value Meets Vision Tech: Aron English on Stoneridge

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.

APEI at an Inflection Point: A Rare Triple Play Opportunity

Episode 8 features a detailed conversation with Angela Selden, CEO of American Public Education Inc. (NASDAQ: APEI). We discuss the growth drivers across all three of APEI’s institutions, from the strong demand for nurses to the operating leverage that comes with scale. The conversation concludes with why APEI may represent a rare market opportunity where revenue growth, margin expansion, and valuation upside converge at the same time.

Nursing the Future with APEI. A Thematic Story Wall Street Overlooks.

In this podcast, I lay out my investment case for American Public Education Inc. (APEI), focusing on the thematic trends driving its growth, along with the company's valuation and future growth potential.

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

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.

Interview with David Watson - CEO of Argan Inc.

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.