Investment Rationale | Snowball Associates

2025 ⁵

October ²

GOOGL ― SELL [Position: CLOSE] 2025-10-10 02:03 +0900

PWR ― 2nd Follow-Up on Underweight/Hold Call [Market Call: SELL, UNDERWEIGHT] Type: [Quick Note, Follow-Up] 2025-10-08 18:09 +0900

September ¹

The September Cut: A Cheer or a Scream? Type: [Thematic Essay] 2025-09-06 01:18 +0900

August ¹

PWR ― Follow-Up on Underweight Call [Market Call: UNDERWEIGHT, HOLD] Type: [Quick Note, Follow-Up] 2025-08-01 21:43 +0900

March ¹

Quanta Services (PWR) ― Overcharged Electric Grid [Market Call: UNDERWEIGHT] Type: [Investment Memo] 2025-03-19 08:39 -0600