Expert Interview

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Expert Interview

Slingshot members are talking to an expert! The topic is:

A Third Look: Discussing Bosch’s $8b acquisition of Johnson ControI’s HVAC assets

Ticker(s): BOSCHLTD, JCI, DKILY, TT

Who's the expert?

"I have quite a bit of insight into JCI/Bosch that can be shared in an ethical and informative manner. I do similar consultations in the HVAC space as well as in fire, life safety, and security."
Previous General Manager and Market Director at Johnson Controls
Responsible for P&L, operations, sales, and service. Directly managing a field sales team in HVAC, Fire, and Security lines of business. Customer portfolio includes major corporations, electrical and mechanical contractors, and engineers in health care, higher education, manufacturing, municipal and federal government.

Interview Goal

Discussing Bosch’s $8b acquisition of Johnson ControI’s HVAC assets.
Questions:

How will the acquisition affect other HVAC players like Carrier, Daikin, Trane?
Which other HVAC players will win and lose from this transaction?
How will the HVAC divestment affect the strategy for Johnson Controls? What are the pros and cons?
Will this transaction affect industry pricing or availability?
Which segment is most affected, commercial or residential

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*Slingshot Insights provides access to information, not investment advice. We work to support you and facilitate access to experts; however we are not responsible for monitoring calls for the disclosure of MNPI. You should obtain financial, legal and tax advice from your qualified and licensed advisers before deciding to invest in any security.