305 | Nick Santhanam: The Return of Manufacturing and a Better, Faster, Stronger America
The Realignment
00:00
Industrials
Industrials is not one homogeneous monolith. It's 90 plus micro vertical as a joke King with Fates Amazon rainforest and it's a Sahara desert, right? So you have to go at the micro vertical level. There are multiple companies, not one, not two, which over the last decades have done significantly better in the stock price valuation. All of those innovations are done by the industrial sector.
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