Primoris Services: I See The Recent Sell-Off As A Buying Opportunity

Group 1 - The analyst previously held a buy rating for Primoris Services Corporation (PRIM) due to strong underlying growth drivers that de-risk the growth outlook [1] - The investment approach focuses on understanding core business economics, including competitive moat, unit economics, reinvestment runway, and management quality, which are essential for long-term free cash flow generation and shareholder value creation [1] - The analyst emphasizes the importance of fundamental research and targets sectors with strong secular tailwinds, aiming to identify businesses with potential for scaling and unlocking significant terminal value [1] Group 2 - The analyst is a self-educated investor with 10 years of experience, currently managing personal funds sourced from friends and family [1] - The motivation for writing on Seeking Alpha is to share investment insights and gather feedback from fellow investors, with a focus on what drives long-term equity value [1] - The analyst believes that good analysis should be both analytical and accessible, aiming to provide value to readers seeking high-quality, long-term investment opportunities [1]