Masters of Conviction

David LaSalle
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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.

Episodes

  1. 10/14/2025

    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.

    1 hr

  2. 08/28/2025

    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.

    58 min

  3. 05/14/2025

    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.

    20 min

  4. 06/12/2024

    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.

    1h 10m

  5. 10/11/2023

    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.

    55 min

  6. 10/27/2022

    Building Power Plants with Argan Inc.

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

    9 min

  7. 09/08/2022

    Classically Cheap and Underfollowed - UNTC

    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.

    58 min

  8. 03/03/2022

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

    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.

    1h 31m

  9. 12/18/2021

    Value and Growth in Construction - Sterling Construction (STRL)

    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.

    42 min
  • 9 Episodes

About

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.

Information

  • Creator
    David LaSalle
  • Years Active
    2K
  • Episodes
    9
  • Rating
    Explicit
  • Copyright
    © 2025 Masters of Conviction
  • Show Website
    Masters of Conviction