Helicon Co-Founder and CEO Alex Niehaus says manufacturing is the only place left with moats, which is why have we been seeing re-industrialisation in the West: "It's been a long time coming in the fringes... people have been talking about it for the last 15 years..." "We live in a capitalistic system that requires companies that make margin, that create long-term value for anyone that holds equity in those companies." "Every year there's sort of a 30% increase on the multiple that…