Andrew Obin, Managing Director, BofA - Digital Machinations
Momenta I Digital Thread
00:00
The Key Macro Factors Driving Performance Amongst the Companies I Cover
Mike Dolvek is a veteran of the GE Perdix efforts. He follows companies that used to be known as conglomerates. They excelled in the period of low industrial growth in the US over the past 20 years, really focused on operational excellence. Over the past decade, they've been paying a lot more attention to software and services.
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