I had a buy rating for Primoris Services Corporation ( PRIM ) previously, as I thought the underlying growth drivers were strong and tangible, which de-risks the growth outlook. Looking at how PRIM performed this quarter, my convictionI’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 economics of a business—its competitive moat, u ...