@unblended591371 Looked into $VVX, seems like a solid value invest but my option is that it’s not exactly a moonshot type pick
- 8.5% gross margin (commodity status) but off $4.42B rev. But with 1.8% net margin
- 10-11x fwd earnings is standard given its debt, since its growing ~3%
- net cash is -$980m bc of their merger
So the alpha comes in if it grows EPS which I’ve looked into and some analysts are projecting 24% y/y. Lower interest rates from another 2-3x rate cuts this year also helps them a lot.
So seems undervalued if you have a 2 year waiting horizon but I’m more impatient!