Normally, it's not a good idea to build a foundation on sand, but one company has done just that. In fact, one asset manager sees a path for that company's stock price to more than double in the coming years.
At the 2024 Invest for Kids conference, Ryan Cohen of Cohen Capital Value presented his thesis for Atlas Energy Solutions (NYSE:AESI). The company sells sand for fracking, one of the best ways to produce oil. Cohen cited Atlas Energy's unique assets that allow it to transport sand without trucks as a key reason for his thesis....