This is Part Two of the Industry Primers audio program on robotics, published by Latticework from MOI Global. It is the deep dive, made for professional investors and for anyone who analyzes these companies for a living. It assumes the ordinary vocabulary of investing and explains only what is specific to this industry, and it stands on its own for a li…
Industry Primers
Industry Primers Podcast: Robotics, Part Two: The Deep Dive
Industry Primers Podcast: Robotics, Part Two: The Deep Dive
A working method for analyzing robotics companies in Japan, Europe, China, Korea and the United States: who is paid in the cell, the order cycle, the Japanese and Chinese accounts, valuation with the cash counted, and the humanoid as an option.
Industry Primers
Perspectives and deep dives on a wide range of sectors and industries
Perspectives and deep dives on a wide range of sectors and industriesAppears in episode
Recent Episodes
