4min chapter

Hedgeye Podcasts cover image

Sector Head Spotlight | Industrials Sector Head Jay Van Sciver

Hedgeye Podcasts

CHAPTER

The Evolution of Processes in Shipbuilding

Hedgehog's process is to define the cycle. The industry we usually do in describing processes shipbuilding is actually our launch work with Samsung Heavy when I introduced process at Hedgehog in 2012. We call it fleet demographics. In the case of ship building, you can know that in whatever will be in 2045 that you should buy, probably Chinese shipbuilders,. Because there'll be another replacement cycle.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode