Airbus, every mention
2 scenes (said by Jonathan Tepper), 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
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…
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…