Industrial Companies with Moats

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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2147)

Motley Fool Money: 04.01.2011

Motley Fool Money: 04.01.2011

The government reports better-than-expected jobs numbers. Dunkin Donuts flirts with an IPO. Warren Buffett deals with some trouble on the ranch.  And Abercrombie & Fitch deals with a bikini brouhaha. ...

1 Apr 201139min

Motley Fool Money: 03.25.2011

Motley Fool Money: 03.25.2011

Is Amazon's new venture with Google a serious threat to Apple? Are the television networks becoming Netflix's worst nightmare? And could Warren Buffett's next acquisition involve a talking duck? We ta...

25 Mar 201139min

Motley Fool Money: 03.18.2011

Motley Fool Money: 03.18.2011

With the evolving crisis in Japan and rising tensions in the Middle East, what are the economic implications for investors? What's behind Warren Buffett's latest big buy? Will investors get a good dea...

18 Mar 201139min

Motley Fool Money: 03.11.2011

Motley Fool Money: 03.11.2011

On this week's show, we talk about the economic implications of the earthquake in Japan. Seth Jayson explains why he thinks Netflix has a Facebook-sized problem. James Early explains why Warren Buffet...

11 Mar 201139min

Motley Fool Money: 03.04.2011

Motley Fool Money: 03.04.2011

Do competitors stand a chance against the iPad 2? What does Wal-Mart's dividend hike mean for investors? What do Warren Buffett and Charlie Sheen have in common?  We tackle those questions and talk ab...

4 Mar 201139min

Motley Fool Money: 02.25.2011

Motley Fool Money: 02.25.2011

What's behind Wal-Mart's slumping same-store-sales in the U.S.? Should Netflix fear Amazon's new video streaming service? Which stocks will benefit from rising oil prices? And how could shareholders p...

25 Feb 201139min

Motley Fool Money: 02.18.2011

Motley Fool Money: 02.18.2011

What will IBM’s Watson do for his next act? Will Starbucks grind out big profits with single-serve coffee? What’s behind Warren Buffett’s latest buying and selling? We’ll tackle those stories, visit A...

18 Feb 201139min

Motley Fool Money: 02.11.2011

Motley Fool Money: 02.11.2011

Our analysts discuss the latest earnings from Chipotle, Cisco, and Disney.  We delve into Microsoft's new deal with Nokia and talk retail with Costco CEO and co-founder Jim Sinegal.   Learn more abou...

11 Feb 201139min

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