In this episode of The Real Eisman Playbook, Steve is joined by Steve Tusa from JP Morgan to discuss the industrial sector. They discuss the sector’s history and current themes, the rapid growth of data centers, the rise of Vertiv, and the lessons to learn from Honeywell and GE.
0:00:00 - Intro
0:01:56 - The Industrial Sector: History & Themes
0:04:48 - Power Grid Strain & DIY Power Plants
0:06:58 - Vertiv, Eaton, Hubbell, & HVAC Stocks
0:11:56 - History of Vertiv & Their Current Pricing Power
0:21:35 - Will Trump’s Strategy Be Effective?
0:28:57 - Why Honeywell Isn’t the Next GE
0:34:18 - What Went Wrong with Honeywell?
0:38:52 - What Went Wrong with GE?
0:50:55 - 3M & JCI
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