Orion Group Holdings: An Improved Balance Sheet To Drive Growth

Core Thesis - Orion Group Holdings (ORN) has improved fundamentals due to a heightened focus on data centers and a stronger balance sheet [1] Company Analysis - The opportunity pipeline for ORN is promising, indicating potential for growth [1] - The investment approach emphasizes value investing principles combined with a focus on long-term growth [1] Financial Outlook - The company is viewed as undervalued with long-term growth potential, suggesting a favorable investment opportunity [1]