AAON: The AI Gold Rush Drives Revenue Growth

Company Overview - AAON Inc. (NASDAQ: AAON) has experienced significant stock price volatility, doubling in price within a few months before subsequently declining by 50% [1] Analyst Profile - Tomas Riba, an economist and former CFO, focuses on investing in high-quality companies that can achieve double-digit cash flow growth. He has been active in financial markets since 2007 and has a background in accounting and finance [2] Investment Strategy - The investment approach emphasizes identifying companies with strong competitive advantages, operating in growing industries, expanding margins, low debt levels, and management alignment [2]