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Andrew Obin, Senior Multi-Industry Analyst, BofA - Payback time

Momenta I Digital Thread

CHAPTER

The Return on Invested Capital Equation Has Fundamentally Shifted

Roxanne Jones: It's an important milestone for us to have you on our podcast. You start the most recent chapter of this research with a bold statement that the return on invested capital equation has fundamentally shifted. What's this shift? And what are the implications as you see them? Yeah, absolutely. So look, we think COVID in the post COVID world, right? But remote work, supply chain disruption, inflation, all these factors really make companies to take a look at how they can drive production and productivity and efficiency.

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