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RE: Leo Talk 6/30/21 - Come Join Our Chat

The age of disruption is upon us. I watched a documentary on Bethlehem Steel, which was, at one time, one of the largest steel producers in the world.

It is also an example of what can happen when lower priced, more agile competition enters the picture.

How many Bethlehem Steels are we looking at today?

Anyone care to offer up a few suggestions and why you think that?

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Well, I think a few of the national homebuilders might fit that description, unless they transition to the 3D world at some point....

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That is true although I imagine that are watching that closely. But then again, there are plenty of situations where the disruption was obvious yet the incumbent just sat there.

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