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Sector Head Spotlight | Industrials Sector Head Jay Van Sciver

Hedgeye Podcasts

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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.

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