Boeing, every mention
2 scenes (2024), 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
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.