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Business

Redwire Corporation: The Quiet Enabler of the New Space Race

Beyond the headlines of rocket launches, companies building the critical infrastructure for the orbital economy are gaining strategic importance. Redwire Corporation (NYSE: RDW), with its niche technologies powering everything from lunar missions to potential space-based data centers, presents a compelling, if complex, investment thesis in the burgeoning space sector.

Business

Beyond the Bin: How Waste Connections' Rural Strategy and Landfill Assets Fuel a Bullish Investment Case

Amid a competitive waste management sector, Waste Connections (WCN) is drawing investor attention for its focus on underserved rural markets and a vast network of landfills that create high barriers to entry. With a recent analysis pointing to significant upside potential, we examine the company's operational leverage, revenue diversification, and the financial metrics underpinning the bullish thesis.

Business

MasTec's Growth Engine Faces a Cost Test: Can Margins Hold the Line?

Despite a stellar share price run, MasTec's earnings quality is under scrutiny as persistent margin pressures from supply chain strains and strategic growth investments challenge its financial resilience. Investors are watching to see if management can steer the infrastructure giant toward more sustainable profitability.