Key Takeaways PRIM's Utilities segment revenues rose 13.4% YoY to $1.26B in H1 2025, with backlog up 15.1% to $6.03B.Data center work worth $1.7B is under evaluation, boosting revenue visibility for future years.Adjusted EPS jumped to $2.66 from $1.52 in H1 2025, with 2025 estimates raised 20.7% YoY to $4.67.Primoris Services Corporation (PRIM) has been witnessing strong demand trends for projects concerning power delivery, gas operations and communication. It is witnessing an uptick in power-related projec ...

Core Insights - First Principles Partners specializes in equity research focused on technology, innovation, and sustainability investment, utilizing a unique approach that breaks down complex problems to their basic elements [1] Group 1: Company Overview - First Principles Partners has a strong background in investment, private equity, and venture capital, demonstrating a proven track record of delivering strong returns [1] - The company emphasizes emerging technologies and sustainable investing, highlighting the intersection of innovation and finance [1] Group 2: Investment Philosophy - The "First Principles" approach allows the company to uncover overlooked investment opportunities by analyzing financial and technological aspects [1] - The company is committed to sharing insights with a wider audience and learning from fellow investors to drive positive change [1]

Group 1 - Grab presents a significant opportunity for investment in Southeast Asia due to its strong market presence and diversified offerings [1] - The region is expected to continue experiencing relatively strong economic growth, which could benefit companies operating there [1] - Observing megatrends can provide insights into societal advancements and potential investment opportunities [1] Group 2 - The importance of fundamentals, quality of leadership, and product pipeline is emphasized for uncovering investment opportunities [1] - Recent focus has been on marketing and business strategy for medium-sized companies and startups, indicating a trend towards supporting emerging businesses [1] - The analyst has experience in evaluating startups and emerging industries, which adds credibility to the insights provided [1]

Core Points - HRC World PLC announced changes to its Board of Directors, including the resignation of Mr. Shailen Gajera as Director and Chairman, and the re-designation of Simon James Retter as Non-Executive Chairman and Alex George as Executive Director [2][4] Company Overview - HRC World PLC is a UK public company listed on Nasdaq First North Copenhagen, engaged in the development and operation of data centre facilities, offering end-to-end services including Engineering, Procurement, Construction, Commissioning (EPCC), and Operations & Maintenance (O&M) [3] - The company focuses on small to medium-scale distributed data centres and is committed to sustainable innovation, developing renewable energy solutions such as solar, hydroelectric, wind, biogas, and exploring emerging technologies like nano-nuclear reactors [3]