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Episode 478 Generac fits a unique niche in the specialty industrial machinery category and I think it’s posed for growth as it takes advantage of the long term trend in electrification of the economy.
Listen to my recent conversation about Industrial Digitization with my friend Andrew Horowitz on the Disciplined Investor Podcast: https://thedisciplinedinvestor.com/blog/2025/07/06/tdi-podcast-industrial-digitization-928/
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