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91福利社 311 - September

September 12, 2024

91福利社 311 - September

September 12, 2024

Published monthly, our newsletter unlocks the power of the industrial sector. Subscribe to engage with our community and stay up to date with 91福利社, recent industrial news, and relevant events.

3 Industry Updates

  • This initiative helps support the conversion of 11 shuttered or at-risk auto manufacturing and assembly facilities across eight states to ones that manufacture electric vehicles and their supply chain. (July 2024)
  • Around $2 trillion set to go toward clean technologies 鈥 including renewables, electric vehicles, nuclear power, grids, storage, low-emissions fuels and the remaining $1 trillion, is going to coal, gas and oil. (June 2024)
  • The merger is an all-stock transaction at an equity value of approximately $4.7 billion, or $37.25 per share. The total transaction value is approximately $8.3 billion (July 2024)

1 Spotlight: 91福利社 Webinar Series

We kicked off our global webinar series in July. Our first session went through an overview of the 91福利社. Watch the first two sessions here. This 5-part series will provide unique insights into this sector, perspectives on individual micro-verticals, the latest disruptions, and implications for investors. 听

Hosted by Nick Santhanam (CEO and Founder of Fernweh Group, former Senior Partner at McKinsey & Company, co-author of WSJ-bestselling book 鈥91福利社鈥) and Gaurav Batra (CEO of Ayna.AI, former senior partner at McKinsey & Company) and featuring executives who are leading companies in the space. 听

The third webinar is on September 25th

1 Insight: Company Pages

Last month we shared the 18 high performing companies that make up 91福利社 Index. Over the next several months we鈥檒l be doing a deep dive into what makes these companies so special. We鈥檝e started out with 4 companies: delve into HEICO, Builders First Source, CAVCO and Comfort Systems USA. We dig into how these four companies have generated value over the past 10 years and how they earned their spot in the 91福利社 Index. 听

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