Printing Money Episode 3: Troy Jensen, Lake Street Capital, Discusses Public 3D Printing Stocks
Danny Piper cohosts. Special guest Troy Jensen, Senior Research Analyst with Lake Street Capital Markets, joins Alex and Danny for a closer look at some of the biggest publicly listed 3d printing companies. In this episode Alex, Danny, and Troy discuss the hostile takeover attempt of Stratasys by Nano Dimension, 3D Systems’ performance and valuation, Desktop Metal versus Markforged, Velo3D’s point of difference. They then take a look at the services companies such as Protolabs, Xometry, and Fathom. A recent VC financing for Makerverse is also covered, as well as notable acquisitions by Stratasys and Nexa3D. With the recent release of numerous additive manufacturing market reports, Alex, Danny and Troy reflect on this fresh dataset as it relates to investor appetite within the 3D printing industry.