2025 3

October 1

PWR ― 2nd Follow-Up on Underweight/Hold Call [Market Call: SELL, UNDERWEIGHT] Type: [Quick Note, Follow-Up]

August 1

PWR ― Follow-Up on Underweight Call [Market Call: UNDERWEIGHT, HOLD] Type: [Quick Note, Follow-Up]

March 1

Quanta Services (PWR) ― Overcharged Electric Grid [Market Call: UNDERWEIGHT] Type: [Investment Memo]

2011 1

May 1

Geopolitical Liquidation and Equity Correlation: Macro-Driven Thesis on Hyundai Steel [Market Call: BUY] Type: [Snack, Policy Brief, Investment Memo]