1 IF D H HT T 100 - 100 1 i T 1 Pgiam/iStock via Getty Images Investment thesis My initial bullish thesis about Sterling Infrastructure (NASDAQ:STRL) aged well as the stock delivered a 47% rally since October 2023, substantially outperforming the broader U.S. market. The stock still has a high Seeking Alpha Quant rating, and I think it will be interesting for readers if I share my insights about recent developments and update my valuation analysis. I remain optimistic, as I believe that both recent developm ...