Andrew Obin, Managing Director, BofA - Digital Machinations
Momenta I Digital Thread
The Rise of Reassuring Manufacturing in the US
Investors that follow my companies really focus on two metrics. First is organic growth and second return untangible assets. So it's US CapEx, capacity additions, US tends to be the most profitable market. We think that for the next decade, the big theme is fracturing of the global supply chains. And as a result, you're getting reassuring.
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