Rate Of Return
Total AssetsA contractor specializing in digging pits and laying foundations, $Sterling Infrastructure(STRL.US), previously had an unremarkable stock price.
Until 2022, when they secured orders for Google, Amazon, and Meta data centers, becoming the go-to piling company.
Then they rode the AI trend and profited handsomely.
36 times in 4 years.
Crushing all traditional infrastructure peers.
The recent earnings report was also a big beat, with orders backlogged until after 2027.
So you see, choice is greater than effort; you have to board the right ship.
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