Momenta I Digital Thread

Andrew Obin, Managing Director, BofA - Digital Machinations

Dec 13, 2022
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Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
The Future of Industrial Software
01:49 • 2min
3
The Key Macro Factors Driving Performance Amongst the Companies I Cover
03:59 • 2min
4
The Rise of Reassuring Manufacturing in the US
05:35 • 2min
5
The Importance of Technology in the US Manufacturing Sector
07:40 • 2min
6
The US Manufacturing Capex Boom
09:24 • 4min
7
Accelerating Automation and Digitization in Response to Labor Shortages
13:34 • 2min
8
The Multiple of Industrial Names
15:57 • 3min
9
Microsoft and AWS Building Out Their Software Stacks
18:45 • 6min
10
The Attractiveness of Software to CapEx Industrials
24:25 • 2min
11
Industrial Software Companies Trade at Par or Cheaper Than Multi Industrial Companies
26:40 • 4min
12
The Importance of Structure in Software Acquisitions
31:03 • 2min
13
The Emerson Aspen Model for Retaining Software Engineers
32:42 • 2min
14
How to Be a Successful Private Equity Investor
34:20 • 2min
15
The Importance of Focusing on the Basics
36:10 • 2min