Idea Dinner

The firm recently hosted an idea dinner focused on materials and infrastructure companies. Below is a list of companies discussed

Stocks Discussed

  • AA
  • ALTA
  • ARG/TO
  • BWXT
  • CHK
  • GNRC
  • KBH
  • METC
  • RWE/EU 
  • S/TO
  • VET 
  • VNOM

Please let us know if you would like to learn more about ideas discussed or if you would like to participate in the next event