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Home > Cocktail Investing > Episode 3: Trump, Infrastructure and Bill, Sandbrook of US Concrete


	Podcast:		Cocktail Investing
	Episode:		Episode 3: Trump, Infrastructure and Bill, Sandbrook of US Concrete
	Category:		Business
	Duration:		00:56:03
	Publish Date:		2017-02-09 18:49:13
	Description:		In this week’s program, Tematica’s resident cocktail mixologists, Chris Versace and Lenore Hawkins discuss some of the week’s economic data and share some of the latest Thematic Signals that have turned up on the Tematica radar screen. From using data captured by Google Android to manufacture custom clothing to Facebook increasingly moving toward video programming, we’re seeing players in our Connected Society investing theme melt into our Affordable Luxury and Content is King themes, respectively. The only thing more powerful than one thematic tailwind is the addition of another one. On the heels of National Governors Association forwarding a list of 428 “shovel ready” projects to the Trump administration, which has vowed to rebuild the country’s D+ rated infrastructure, we had the opportunity to speak with Bill Sandbrook, President and CEO of US Concrete (USCR). Not only did Bill pour a healthy and well-rounded overview of the company, but we also discussed expectations regarding the pick-up in infrastructure spending, how the Great Recession made US Concrete a stronger company, why logistics are a key competitive weapon and several factors that could disrupt the business. In our opinion, it’s the perfect conversation for an investor that is looking to understand US Concrete, a company that sits at the intersection of our Economic Acceleration/Deceleration and Tooling & Re-tooling investment themes. Companies mentioned on the Podcast Amazon (AMZN) Apple (AAPL) Comcast (CMCSA) Facebook (FB) Granite Construction (GVA) Google (GOOGL) Hanesbrands (HBI) Michael Kors (KORS) Netflix (NFLX) Nike (NKE) Levi’s Trinity Industries (TRN) US Concrete (USCR) Walt Disney (DIS)
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