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Knife River (KNF): A Bull Case Theory

We came across a bullish thesis on Knife River on Flyover Stocks's Substack by Todd Wenning. As of 3rd July, Knife River's share was trading at $80.60. KNF's trailing and forward P/E were 25.35 and 19.71 respectively according to Yahoo Finance.

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Knife River (KNF), a North Dakota-based construction materials and service business, has been on the radar since its spin-off in 2023 from MDU Resources. The company has dropped 23% since its initial coverage, while the S&P 500 has gained 5.6% and...