Bowman Consulting:Strong Backlog, Stable Margins, But Already Priced

Group 1 - The appeal of investing in Bowman Consulting (NASDAQ: BWMN) is its ability to convert a record backlog into double-digit margins and consistent cash generation [1] - The current valuation of Bowman Consulting is at an 11x EV/EBITDA multiple, indicating potential for growth [1] Group 2 - The analyst has a strong foundation in portfolio construction and capital markets, focusing on a hybrid investment strategy that combines stable holdings with tactical allocations [1] - There is a particular interest in the gaming sector, reflecting both professional experience and personal passion [1]