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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Quanta shares outperformed following the specialty electrical and infrastructure contractor company’s strong earnings results in which backlog increased by 27% year over year to a record $44 billion. Quanta’s record backlog...
— Nancy Ann Zevenbergen, CFA
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Other investors who've written on Quanta Services, Inc.
We took advantage of the stock price volatility to add to our investment in Quanta Services, Inc., a leading specialty contracting company that provides comprehensive engineering, procurement, construction and repair, and maintenance services for electric and gas utilities, renewable energy projects, telecom projects, and other types of infrastructure. While its stock...
A new position was initiated in Quanta Services, a leading provider of engineering, procurement, and construction services that upgrade, repair, and maintain critical infrastructure primarily in the US. The company’s capabilities...
A new position was initiated in Quanta, a leading provider of engineering, procurement, and construction services that upgrade, repair, and maintain critical infrastructure primarily in the US. The company’s capabilities...
More institutional theses from Zevenbergen Innovative Growth Stock Fund
Despite in-line results and better-than-expected revenue guidance, shares of launch services and space systems provider Rocket Lab pulled back alongside the broader space ecosystem. This pullback likely...
Axon continues to expand rapidly within public safety while securing strong retention and targeting new customer categories. Market skepticism regarding...