Industrial Companies with Moats
“When the party is happening in the penthouse, this is a sector that’s in the basement.”
Industrial companies aren’t the sexiest stocks, but that’s where investors can find strong moats. You just have to look at “micro-verticals” like fluid-handling, label making, and aircraft replacement parts. Nick Santhanam is the CEO of the Fernweh Group and a co-author of the new book “The Titanium Economy: How Industrial Technology Can Create a Better, Faster, Stronger America.” Ricky Mulvey caught up with Santhanam to talk about: - Why investors often misunderstand the industrial sector - How companies are using 3D printing and blockchain technology - Why family-run companies have key advantages for long-term investors - The biggest challenge for companies in the Titanium Economy
Companies mentioned: GGG, HEI, SEE, BRD, CWST, AZZ
Host: Ricky Mulvey Guest: Nick Santhanam Engineer: Dan Boyd
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