American Electric Technologies (AETI)

[learning curve]

EDIT : EDIT: I am going to bet that Oppenheimer is off the table.

....(You can add the my GE thoughts missing the AETI meeting here)...

——-
I remember a communications class I attended....
The professor was extremely different. He was appeared half black/half white....who knows? He wore double sized sized blue blocker sunglasses that covered half his face, jerry curl mix that made his Afro droop like it was caked in mud, late 80’s neon diamond print everlast parachute pants with a tucked in t-shirt.

I enjoyed his classes so much....
He captivated my attention the first day when he made a comment in a round about sort of way:
What is unique about being unique when everybody is claiming to be unique?

How many times have you researched a boutique investment firm. And how many times have the all said the same thing that makes them unique? (FYI: if you haven’t researched the firms that invest...you should start. Now)

——
Back to point
The realization that Oppenheimer is NOT unique should come to Aeti management.
aeti management are the players, they have been unique, they should continue to control....
Most importantly I think they are not only capable of this realization, but they have acted upon it.
Hence my bet.