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Comment by bcoates

Yes, I was hoping to see some actual insight on this Domestic Manufacturing Miracle but it seems to just be "if you build it they will come"

This flies in the face of the more than one person I know personally that tried to take stranded US based manufacturing assets and turn them into something with a future. So far, no luck

I still believe there is upside in this space over the next decade or so but I haven't met anyone who's won in a repeatable way yet.

parent bcoates 1 year ago

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