Investment Thesis-Asymmetric Risk-Reward Investment
Energy markets have had a couple of rough months. Oil prices crashed this past October, dragging down valuations for most energy stocks, sometimes excessively so. Solaris Oilfield Infrastructure (NYSE: SOI) is one such stock. Just this year, the company grew its revenues and earnings at triple-digit rates, paid back all of its outstanding debt, and it designed, manufactured, and tested several new and very promising products. The stock has, however, remained flat for the past twelve months, but with several catalysts in play and rising market sentiment, I believe it