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Deep Value Meets Vision Tech: Aron English on Stoneridge
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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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