- A deep dive into 3M's Transportation and Electronics segment, with industry maps of the end markets for these products.
- 3M's large scale automatically puts them as a chief competitor in many of these industries, especially considering the small relative size of their other more focused competitors.
- These industries have so many of today's desired secular growth trends as tailwinds, and yet many of these companies (like 3M) trade at valuations as if their end markets don't.
For further details see:
3M: Big Fish In Small, Fast-Growing, Hidden, And Critical Technology Hardware Industry