Duratec: Leveraging Technologies For Infrastructure Maintenance Leading to Strong Financials
Duratec: An infrastructure maintenance play using technologies to drive execution and strong financials, now trading at discount to fair value.
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Portfolio Update: October 2024
I recently listened to one of my favorite investing podcasts, The Investors Podcast. In this episode1, host Clay Finck interviewed finance...
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Portfolio Update: August 2024
Welcome back to the portfolio updates series! This month, I enjoyed a long vacation with my family, spending three weeks traveling through Italy...
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Portfolio Update: July 2024
Welcome back to the portfolio updates series! This month, I am a few days early with the update. The reason is that my wife and I are celebrating...
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