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Argan: Expanding Backlog And The Power Demand Supercycle Support A Buy Rating (NYSE:AGX)
Seeking Alpha· 2025-12-10 13:18
I last covered Argan ( AGX ) in September with a buy rating, and the stock is up ~60% since then. The stock has given up some of the gains in the recent weeks, especially postI have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my own money and my purpose here is to share my views and benefit from the in ...
Argan: Expanding Backlog And The Power Demand Supercycle Support A Buy Rating
Seeking Alpha· 2025-12-10 13:18
Group 1 - The stock of Argan (AGX) has increased approximately 60% since the last coverage in September, although it has recently given up some gains [1] - The analyst has over 15 years of experience in investment and has provided research services to mid-sized hedge funds with assets under management between $100 million and $500 million [1] - The investment strategy focuses on medium-term investing in ideas with catalysts for value unlocking or short selling in case of downside catalysts, with a preference for growth stories at reasonable prices [1] Group 2 - The analyst has a generalist approach but has primarily analyzed the industrial, consumer, and technology sectors, where higher conviction in investments is typically found [1]