Sign in

    William Duberstein

    Research Analyst at Stone Oak Capital

    William Duberstein is the Chief Investment Officer and Portfolio Manager at Stone Oak Capital, specializing in value-driven equity research with a focus on both quality compounders and special situations. He covers a range of public companies, including thorough analyses on firms such as Ubiquiti Networks, Chart Industries, Inotiv Inc., and RCMT, and has built a track record characterized by rigorous stock selection and adaptive strategies that have improved performance over time. Duberstein began his investing career with analytical experience at the Michael Price Student Investment Fund, progressing through various roles before founding or joining Stone Oak Capital in the mid-2010s. He utilizes a disciplined framework evaluating business moats, profitability, and industry secular trends, and holds advanced credentials in securities analysis, although specific FINRA licenses are not publicly listed.

    William Duberstein's questions to RCM TECHNOLOGIES (RCMT) leadership

    William Duberstein's questions to RCM TECHNOLOGIES (RCMT) leadership • Q2 2025

    Question

    William Duberstein inquired about the margin profile of new engineering contracts, the reasons for the Q2 increase in receivables, and whether immigration is currently a limiting factor for growth.

    Answer

    The company explained that engineering margins are driven more by project mix (especially subcontractor costs) than by introductory pricing for new clients. The Q2 receivables spike was an idiosyncratic timing issue with two large clients that has since been mostly resolved. While the company can grow without it, favorable immigration for nurses would provide a significant upside and could turn a good year into an "incredible" one.

    Ask Fintool Equity Research AI