Momenta I Digital Thread

Andrew Obin, Managing Director, BofA - Digital Machinations

Dec 13, 2022

37:47

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Episode notes

Introduction

2min

The Future of Industrial Software

2min

The Key Macro Factors Driving Performance Amongst the Companies I Cover

2min

The Rise of Reassuring Manufacturing in the US

2min

The Importance of Technology in the US Manufacturing Sector

2min

The US Manufacturing Capex Boom

4min

Accelerating Automation and Digitization in Response to Labor Shortages

2min

The Multiple of Industrial Names

3min

Microsoft and AWS Building Out Their Software Stacks

6min

10.

The Attractiveness of Software to CapEx Industrials

2min

11.

Industrial Software Companies Trade at Par or Cheaper Than Multi Industrial Companies

4min

12.

The Importance of Structure in Software Acquisitions

2min

13.

The Emerson Aspen Model for Retaining Software Engineers

2min

14.

How to Be a Successful Private Equity Investor

2min

15.

The Importance of Focusing on the Basics

2min

This week's guest speaker is Andrew Obin, Managing Director at BofA. Andrew is an Industrial Software sector analyst, covering companies like Aspen, Carrier, Dover, Eaton, Emerson, GE, Johnson Controls, Rockwell Automation, and Trane, to name a few. Tune in to hear his perspective on the macro factors that influence these industrial enterprises and some of the key trends he is following.

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