Masters of Conviction

Classically Cheap and Underfollowed - UNTC


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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.

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Masters of ConvictionBy David LaSalle