The Wall Street Transcript6h
Interview with the Chairman, President and CEO and the Chief Growth Officer: Allient Inc. (NASDAQ:ALNT)
Since you last spoke with The Wall Street Transcript in 2022, your company has gone through some significant changes, including a name change. Can you fill us in on those changes? Richard Warzala: The ...
The Wall Street Transcript6h
Interview with the Chairman and CEO: HEICO Corporation (NYSE:HEI)
Please give us an overview of Heico Corp. and its services. Mr. Mendelson: Heico’s services are extremely widespread. We have two divisions. We have the aerospace division, which makes parts, all ...
The Wall Street Transcript6h
Aerospace & Defense: Demand Is Clear, but Visibility Is Cloudy
I know you’ve spoken with The Wall Street Transcript in the past, but for readers who are not familiar, please give us a brief overview of Seaport Research Partners and the sectors and subsectors you ...
The Wall Street Transcript6h
U.S. Industrials Poised for Growth as Reshoring, Efficiency Drive Demand
Please give us a brief overview of the sectors and any subsectors you cover. Mr. Snyder: I cover U.S. multi-industry here at Morgan Stanley. All of the industrial verticals roll up into my coverage.
The Wall Street Transcript6h
Global Super Cycle Boosts Long-Term Outlook for Commercial Aerospace
Please outline your coverage with a focus on any recent changes, additions to your subsectors, or even names that are most in focus now? Mr. Owens: I cover commercial aerospace, defense contractors, ...
The Wall Street Transcript6h
Interview with the President and CEO: MSA Safety Inc. (NYSE:MSA)
Tell us about MSA, including its history and some major milestones. Mr. Blanco: MSA Safety is just over 110 years old. It was founded in 1914. MSA was founded by two mining engineers who had ...
The Wall Street Transcript15d
Global Fund Manager Says Boring Is Beautiful for Long Term Investors
Abdulaziz Alnaim, CFA, is the founder and Managing Director at Mayar Capital. Mr. Alnaim is the Portfolio Manager for the Mayar Responsible Global Equity Strategy and the Mayar Responsible Saudi ...
The Wall Street Transcript15d
Emerging Markets Offer Opportunity for Outsized Alpha Generation
TWST: Please give us an overview of Global Delta Capital.
The Wall Street Transcript15d
Value Fund Manager Backs Build-A-Bear as Margins Improve
Andrew Slay, CFA, is a Portfolio Manager at Kennondale Capital Management. Mr. Slay has 11 years of investment experience, including managing outside capital in a private fund. He is on the board ...
The Wall Street Transcript15d
Disciplined Growth Strategy Focuses on Free Cash Flow Generation
Jacob Friar, CFA, is a Senior Analyst at Gilman Hill Asset Management. He joined the firm in September of 2021. From 2017 through 2021, he served as an Equity Research Analyst at Lapides Asset ...
The Wall Street Transcript15d
Johnson Service Group plc
The Wall Street Transcript is a completely unique resource for investors and business researchers.
The Wall Street Transcript15d
Investing Strategies
The Wall Street Transcript is a completely unique resource for investors and business researchers.