I do not build models to explain prices; I build frameworks to diagnose noise and assess mispricings.
Recommendations
2025 3
October 1
PWR ― 2nd Follow-Up on Underweight/Hold Call
[Market Call: SELL, UNDERWEIGHT]
Type: [Quick Note, Follow-Up]
August 1
March 1
Quanta Services (PWR) ― Overcharged Electric Grid
[Market Call: UNDERWEIGHT]
Type: [Investment Memo]