AVOID Daniel Pronk Convicción3/5 Calidad del análisis70/100 ahora
The YouTuber recommends avoiding Quanta Services, despite its strong 20% annual revenue growth since 2022 due to data center buildouts. He argues its near 100 P/E and 52 forward P/E are excessive for a construction business, especially given the industry's historical cyclicality, indicating the price multiples are 'getting a little bit ahead of their skis'.
“Like a 52 forward price to earnings ratio for a construction business that's historically been a very cyclical industry. And I have another example with another stock called Argan Inc.” — ▶ 27:00