$OEC

[Compounders Podcast Clip] Throughout our interview, Harvey Partners' CIO Jimmy Schwartz and I discussed the concept of looking for companies at inflection points. In this clip, he discusses one such company he owns, Orion SA ($OEC), which Jimmy believes is near multiple cash flow inflection points that the market may not be appreciating. Full interview here: https://t.co/YhLSUTJpL6