Valmont Stock: Power Secular Tailwinds With A Strong Engineering Moat (NYSE:VMI)

My recommendation for Valmont Industries (NYSE: VMI ) is a buy rating. I believe VMI is very well-positioned to capitalize on the long-term growth from secular tailwinds. Its infrastructure segment directly benefits from grid modernization, renewable integration, and 5GI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. M ...