I give a buy rating for Primoris Services Corporation ( PRIM ) as the business is firing on all cylinders. In 2Q25, PRIM saw record revenue, margin expansion, and management even raised guidance sharply. More importantly, the structural drivers (natural gas, data centers, and theI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core ec ...