ASML, every mention
1 scene (said by Jonathan Tepper) · ← 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
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.