Boeing, every mention
1 scene (2024, said by Jonathan Tepper), the whole family · ← back to Boeing
tap a year for its mentions
every year 2024 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
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.