Bryan Wagman
Long/short equity, value, growth at reasonable price, industrials

Quanta Services: Prosperous Future Could Already Be Reflected In The Price

Thesis

Quanta Services (NYSE:PWR) is currently a financially healthy company that is a leader in many of the markets it operates in. With infrastructure spending expected to grow rapidly, and Quanta perfectly positioned to capture this growth, the stock is trading right around where it should be ...

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