Engineering & construction companies Loading... : Investor Sentiment and Bull/Bear Views
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09:16
Jan 15
Jan 15
Picks-and-shovels buildout offers better risk-adjusted returns
Picks-and-shovels companies tied to the data-center and re-industrialization buildout offer better risk-adjusted returns than direct plays. He points to engineering and construction firms and aluminum smelters, saying their multiples are higher but their growth is more predictable and structural and their industries are highly consolidated.
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About Engineering & construction companies Investor Commentary
Across the available history and selected sources, Buzzberg tracks Engineering & construction companies across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Tyler Rosenlicht.