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ProPetro Holding Corp. (PUMP): A Bull Case Theory 

We came across a bullish thesis on ProPetro Holding Corp. on Guasty Winds Investment Ideas’s Substack by Guasty Winds. In this article, we will summarize the bulls’ thesis on PUMP. ProPetro Holding Corp.'s share was trading at $10.90 as of February 23rd. PUMP’s trailing and forward P/E were 25.72 and 3.10 respectively according to Yahoo Finance.

ProPetro Holdings (PUMP) represents a highly asymmetric investment opportunity, combining a trough oilfield services business with a rapidly growing behind-the-meter (BTM) power subsidiary, ProPwr....