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Masters of Conviction

Masters of Conviction

Von: 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.© 2025 Masters of Conviction Persönliche Finanzen Ökonomie
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  • Deep Value Meets Vision Tech: Aron English on Stoneridge

    Deep Value Meets Vision Tech: Aron English on Stoneridge
    Oct 14 2025

    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.
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    1 Std.
  • APEI at an Inflection Point: A Rare Triple Play Opportunity

    APEI at an Inflection Point: A Rare Triple Play Opportunity
    Aug 28 2025

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

    Nursing the Future with APEI. A Thematic Story Wall Street Overlooks.
    May 14 2025

    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.
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    20 Min.
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