ASML, every mention
4 scenes · ← back to ASML
tap a year for its mentions
every year anyone Pat Dorsey 4Jonathan Tepper 1Daniel Graña 1Alex Sacerdote 1
Verbatim, from the transcripts: the passages where ASML comes up
Moat Investing Nuances – Pat Dorsey (EP.509)
- ▶ 46:21 Pat Dorsey Our largest position right now is ASML, a monopoly in a key part of the semiconductor value chain. 4 times in the scene
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 17:42 Alex Sacerdote Qualcomm, for example, everybody had to pay them a three percent, four percent royalty if they wanted to do cell phones, or ASML has critical intellectual property in their lithography.
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
- ▶ 38:57 Jonathan Tepper So people tend to think about economies of scale, where you have ASML with an enormous amount of sunk R&D costs into the machines, or you have Boeing, where you have a global duopoly in airplanes because it's extremely capital intensive.
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 18:16 Daniel Graña And keep in mind though, I don't consider Apple or Unilever or an ASML to be an emerging market stock.