Boeing, every mention
13 scenes, the whole family · ← back to Boeing
tap a year for its mentions
every year anyone Wayne Wicker 4Marko Papic 3Jonathan Tepper 2Daniel Graña 2Toby Rodes 1Robert Bukai 1Pat Dorsey 1Eric Mogelof 1Alex Sacerdote 1
Verbatim, from the transcripts: the passages where Boeing comes up
Moat Investing Nuances – Pat Dorsey (EP.509)
- ▶ 46:46 Pat Dorsey At the end of the day, they've got one half of the CFM-fifty-six franchise that is on a lot of seven-three-sevens, and it ain't going away.
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 4:27 Alex Sacerdote I remember buying Boeing on the theory that they were somewhat of a monopoly, and air travel had a huge future.
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.
Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)
- ▶ 14:41 Eric Mogelof And these companies, there are some really big ones like Boeing and Ford and Intel, IBM.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 23:23 Marko Papic Then Boeing has to sell them as well.
Toby Rodes - Unlocking Value in Japan (EP.407)
- ▶ 50:31 Toby Rodes And just as imagine someone showing up and trying to bid for Boeing or someone trying to bid for another national champion in any other market, these things are complicated.
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.
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?
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…
Wayne Wicker - Managing for Millions who Matter (Capital Allocators, EP.44)
- ▶ 5:44 Wayne Wicker I think I started out by my first hundred shares of Boeing stock when I was in seventh grade. 3 times in the scene
- ▶ 1:03:16 Wayne Wicker And the Metrodome was kind of a crummy stadium, but because it was made out of, like, cement on the sides, the crowd noise was unbelievable, and they compared it to a seven 47 taking off a runway, and they do the meter on that.