I last wrote on Argan, Inc. (NYSE: AGX ) in July with a Buy call, mainly on the strength of its backlog and the secular demand tailwinds in power generation. Since then, theI have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and$500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my own money and my purpose here is to share my views and benefit from the insi ...