2025 4

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 2

Quanta Services (PWR) ― Overcharged Electric Grid [Market Call: UNDERWEIGHT] Type: [Investment Memo]
Under Trump: Tactical Rotation and the Structural Case for Data Infrastructure Type: [Quick Note, Policy Brief, Investment Memo]