Ferguson: Capitalizing On The Infrastructure Supercycle While We Wait For Housing

Group 1 - The article introduces Eljon Rrodhe as a new contributing analyst for Seeking Alpha, inviting others to share their investment ideas for publication [1] - Eljon Rrodhe is an Honors Economics student at Middle East Technical University, pursuing the CFA charter and managing a private family fund focused on value-oriented investment strategies [2] - The analytical approach emphasizes the use of advanced quantitative models and financial econometrics to identify investment opportunities and manage portfolio risk [2] Group 2 - Rrodhe has played a significant role in establishing the Investment and Finance Club at METU, where he serves as President and has authored research reports on equity valuation and market analysis [2] - The ultimate goal is to bridge academic economics with professional equity research, aiming for a transition into a Portfolio Manager role [2]