Granite Construction: Cheap Multiples, Mid And Long-Term Economics Not Supportive (GVA)

franckreporter Investment brief Following a sharp selloff in H2 FY’23, Granite Construction Incorporated (NYSE:GVA) came onto our radar as a potentially cheap company with exposure to listed infrastructure-a sector that has shown promise in the current market. Working through the layers however it appears there are multiple hurdles to still overcome to catch a buy…

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MGE Energy Stock: High Capital And Reinvestment Requirements Without The Economics (MGEE)

franckreporter Investment briefing There are selective opportunities within the electrical utilities sector that have potential inflection points to reward the consilient investor. The issue is, these opportunities are fiendishly hard to find. There are two major issues that make uncovering the gems difficult. One, there are no consumer advantages or cost differentiation benefits, nor are…

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Privia Health: Unit Economics Stretching Higher At Qualified Growth Rates, Buy (PRVA)

aluxum Investment briefing After extensively reviewing the investment case for Privia Health Group, Inc. (NASDAQ:PRVA) findings corroborate a revised buy rating in my view. Following the September FY’22 publication on PRVA, several pointers suggest the company can unlock risk capital for equity investors this year. PRVA exhibits growth in key business metrics underlying its unit…

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Unit Economics Suggest Cost Of Traveling By Electric Air Taxi Should Drop Precipitously

courtneyk/E+ via Getty Images By Sam Korus, Director of Research, Autonomous Technology & Robotics Electric air taxi companies have made significant strides since ARK estimated the industry’s progress five years ago.[1] The Federal Aviation Administration (FAA) has collaborated closely with the electric aviation community as it has prepared to certify electric air taxis,[2] so much…

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