Airbus, every mention
8 scenes, the whole family · ← back to Airbus
tap a year for its mentions
every year anyone Marko Papic 4Jonathan Tepper 2Daniel Graña 2Robert Bukai 1Greg Fleming 1
Verbatim, from the transcripts: the passages where Airbus comes up
Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
- ▶ 35:50 Robert Bukai The analogy I like to give is, they're selling seats on a seven seven seven or an Airbus three 50.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 23:15 Marko Papic It's that until that moment comes, France has to sell Airbus to China, and if France sells Airbuses to China, 2 times in the scene
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
- ▶ 38:09 Jonathan Tepper Well, that predated our involvement, and the new one certainly doesn't appear to want to make any ill-thought-out acquisitions, but this is a problem that I think affects almost all investors, and Chris Hill and I was just trying to get…
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
- ▶ 38:05 Marko Papic If every country in the world is going to cheat, if France is going to sell airbuses, if America pulls back on Boeings, if that's what's going to happen, then there is a constraint to the U.S. and how it counters China without hurting its…
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 5:00 Daniel Graña There was a time when Airbus and Boeing were thinking of the next generation aircraft, what should be materials used. 2 times in the scene
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 29:23 Marko Papic Is France going to stop selling Airbus to China if we stop selling Boeing?
Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
- ▶ 28:27 Greg Fleming On the sale of their transportation business to Alstom, and also the sale of their commercial aircraft to Airbus and the unwinding of that.
Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
- ▶ 25:58 Jonathan Tepper So these aren't just sort of natural monopolies that might emerge due to industry structure, whether that's network effects, you know, for example, like visa, it makes sense to have one payment system or a huge scale where you end up with…