With conference season fast approaching, and 1Q24 reporting around the corner, we thought it would be useful to assist you with a question compendium. Here we provide a list of key questions to discuss with the Cap Goods management and IR teams over the coming weeks, alongside valuation, performance, and financial highlights for each name. What''s the hottest topic to ask management? Marketing meetings related to our recent note, Data Centres, the AI-cing on the cake confirm a high level of attention from investors in respect of demand for Datacentres related Capital Goods. Conversations with companies regarding their respective positions within the AI value chain could prove to be an area of interest, highlighting differences and one may even detect associated new capital allocation needs, both to capture AI related opportunities and mitigate against the risks. In case you missed it Please see below for our recent Sector and single-stock research: Mining capex: should we believe in growth? TRUCKS: In Trucks We Trust The Wheel of Misfortune: Construction pitfalls The BNPPE Wheel 2024: Strong momentum impulse KNORR-BREMSE (=) to (+): Releasing the brakes - upgrade to Outperform KION GROUP (=) to (+): Back for good? - upgrade to Outperform EPIROC (=) to (-): Between a rock and a high valuation - downgrade to Underperform SKF (=) to (+): A positive spin - upgrade to Outperform *Maybe there are a couple? For instance, why didn''t they include the word ''gullible'' in the dictionary?