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Investing in the Undervalued and Underappreciated: U.S. Industrials
BDO Private Equity PErspectives Podcast
The Cost of Labor in the Industrial Space
The cost of labor in the U.S. has been on the rise for years, but now companies are having to contend with inflation and a structural shortage of workers. "We try to comfort ourselves that there are mechanisms by which there is the ability to pass through those increased costs to customers," he says. It's widely reported that many folks have simply dropped out of the workforce and they haven't returned.
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