Investment Preferences - The analyst favors investing in infrastructure and consulting service businesses due to their high margins and asset-light nature [1] - Bowman Consulting Group (NASDAQ: BWMN) is highlighted as a preferred investment target [1] - The analyst focuses on undercovered European and US companies, emphasizing value and income as key components of the investment thesis [1] - A diversified portfolio is recommended, with Europe containing several undercovered companies worth considering [1] - The analyst often adopts a contrarian stance toward prevailing market opinions [1] Analyst Background - The analyst has 20 years of consulting experience across various sectors, including Hi-Tech, Biotech, Healthcare, Mission Critical, Retail, Residential, and Commercial Sectors [1] - The analyst has been investing in the markets for over 15 years [1] - The analyst is associated with BioCGT Investor, who is also an author on Seeking Alpha [1] Disclosure - The analyst has no current stock, option, or derivative positions in the mentioned companies but may initiate a beneficial Long position in BWMN within the next 72 hours [2] - The article expresses the analyst's own opinions and is not compensated by any company mentioned [2]
Bowman Consulting: An Undiscovered Gem In Infrastructure Services