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23min chapter
The Electrification of Everything with John Rotonti, Portfolio Manager at Islamorada Investment Management
Planet MicroCap Podcast | MicroCap Investing Strategies
Investing in the Electrification Era
This chapter explores critical metrics for evaluating investments across infrastructure, housing, and industrial sectors, emphasizing the importance of industry-specific indicators. It highlights the electrification trend, particularly its implications for the aging U.S. electrical grid and the growing demand for semiconductors, as well as the potential investment opportunities related to advanced machinery and long-term service contracts. The speakers delve into the profitability aspects of quality businesses within this evolving landscape, stressing long-term growth drivers and strategic advantages in project backlogs.
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