No single ticker was named. Industrials ETFs are one way for retail investors to get exposure. Not a recommendation.
Water technology sector reaches growth inflection point
The guest argued that the water sector is at the inflection point of an S-curve, driven by a new generation of scaled startups in digital water and advanced membranes.
The argument
The guest explained that public markets currently treat water as a slow-growing industrial sector, which creates a valuation mismatch. He argued that emerging private companies in software-enabled water management (digital water) and advanced filtration are poised to scale and eventually re-rate public water ETFs with new high-growth tickers.
The thesis, stress-tested
✓ What validates it
- ✓New technology-focused water companies listing on public exchanges
- ✓Increased adoption of digital water software by municipal utilities
▸ Risks discussed
- ▸High capital requirements for physical infrastructure
- ▸Public markets mispricing water assets as traditional industrials
Hear it yourself
"And we're really the reason we started our growth fund is that we think we're at the inflection point of the s curve where we're just starting to get a steep bit of the curve in terms of the production of really the first generation of, like, scaled like, scaled start ups that are gonna be going for, you know, gonna be taken on for a…"
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