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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.
Initiated a new position. PWR is a...
— George L. Smith III, Jeffrey Omohundro, Christopher G. Pearson
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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 The Davenport Core Leaders Fund
The manager believes the market misvalues the company as a traditional consumer lender rather than a high-growth financial platform. With valuation near...
The loss of a critical 20-year contract with a key customer representing nearly a third of EBITDA represents a structural impairment of the investment thesis. Consequently, the manager...
The company's asset divestitures are clearing a path for a higher-margin, faster-growing core business. Proceeds from these...