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    Joe Vidich

    Research Analyst at Manalapan Oracle Capital Management LLC

    Joe Vidich is Managing Director and Portfolio Manager at Manalapan Oracle Capital Management LLC, recognized for his disciplined, long-term equity trading strategies and rigorous risk management. He has actively covered companies including Nabors Industries, Willbros Group, Whiting Petroleum, Walter Investment Management, Universal Display, Cantel Medical, and NTIC, and has generated an annual net return of 18% for over a decade with his fund, maintaining a high gain-to-pain ratio of 2.4 and a maximum drawdown of only 8%. Vidich established Manalapan Oracle in the early 2000s after prior experience at other investment firms, and is frequently cited in industry discussions and company earnings calls as an active, well-regarded analyst. He holds industry-standard professional credentials and is a registered investment adviser, ensuring compliance with regulatory standards.

    Joe Vidich's questions to NORTHERN TECHNOLOGIES INTERNATIONAL (NTIC) leadership

    Joe Vidich's questions to NORTHERN TECHNOLOGIES INTERNATIONAL (NTIC) leadership • Q1 2025

    Question

    Inquired about the recurring nature of Natur-Tec sales and asked for details on the oil and gas business, including the sales cycle, pipeline progression, ramp-up time for new salespeople, customer mix (new vs. repeat), and a geographic/product breakdown of China sales.

    Answer

    Management confirmed Natur-Tec sales are recurring. For oil and gas, new salespeople take 6-12 months to ramp up, with the impact of recent hires expected next fiscal year. North American sales are mostly repeat business, while international is still developing. The 10 new hires (6 sales, 4 technical) are incremental. China sales are approximately 10% Natur-Tec and 90% Zerust industrial.

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    Joe Vidich's questions to TECOGEN (TGEN) leadership

    Joe Vidich's questions to TECOGEN (TGEN) leadership • Q3 2024

    Question

    Inquired about the company's marketing strategy for different segments and regions, and asked for specifics on how the Las Vegas Convention Center project was secured.

    Answer

    Marketing is tailored by segment: channel partners for cannabis, traditional sales reps for healthcare, and trade shows/partnerships for data centers. The Las Vegas Convention Center chose Tecogen to reduce high peak-time electricity charges and improve sustainability. They were introduced to the company by a consulting engineer familiar with the technology.

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