

Printing Money Episode 3: Troy Jensen, Lake Street Capital, Discusses Public 3D Printing Stocks
Apr 12, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
The Market Size of the 3D Printing Industry
02:10 • 4min
The Importance of Double Digit Growth in the Aerospace Industry
05:44 • 6min
Nexus 3D's Avi Rakantal on the Future of Materials
11:18 • 2min
Mitsubishi Chemical's Adafab Acquisition May Be a Good Deal for Mitsubishi Chemical
13:20 • 3min
Nano Dimension's Wrong Acquisition Spread
16:20 • 2min
Nano Dimensions to Buy by 12% of Stratosys
17:52 • 2min
The Dynamic of Valuation Between 3D Systems and Strategies
19:53 • 4min
Stratisys vs. 3D Systems
23:31 • 2min
The Importance of Stratisys in Additive Manufacturing
25:48 • 2min
DM and Stratisys: A Comparison
27:25 • 5min
Mark Forge: A Value Stock?
32:26 • 3min
The FX20: A Review of the Business
35:01 • 4min
The Future of Laser Pads and Air Fusion
39:22 • 2min
The Challenges of SLM and Divergent
41:09 • 4min
The Growth Rate of Service Bureaus
45:09 • 2min
The Struggles of Shapeways and Fathom
47:06 • 2min
The Precarious Business Model of Exometry
49:11 • 2min
The Rise of Proto Labs
51:16 • 3min