Andrew Obin, Managing Director, BofA - Digital Machinations
Momenta I Digital Thread
00:00
Industrial Software Companies Trade at Par or Cheaper Than Multi Industrial Companies
Industrial software companies trade at par or cheaper than these multi industrial companies. The investment community is very siloed, and buy and large industrial investors are not familiar with industrial software companies. It's how do you operate a software company inside an industrial conglomerate? That to me is a bigger issue than just pure math.
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