Rolls-Royce

also referred to as: rolls royce

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Sep 29, 2025 by Mason Morfit · said 5 times in 5 episodes since 2018 · across every show →

Mentions by year

brought up most by Sanjay Ayer (1), Pat Dorsey (1), Matt Miller (1), Gavin Baker (1), Bill Spitz (1)

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001122201820192020202120222023202420252026episodesmentions
012201820192020202120222023202420252026episodes it came up in
000.5112201820192020202120222023202420252026episodesmentions per episode
2026 2 mentions in 2 episodes 1 per episode
2025 1 mention in 1 episode
2024 1 mention in 1 episode
2018 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Rolls-Royce, oldest first

Sep 29, 2025 negative
Insight
Morfit: Shifting software capital allocation beats fixing industrial manufacturing costs
“It's easy to get a company to shift its allocations away from making Windows phones to focusing on Office three 65. Then the one we took on at Rolls Royce, which was how do we engineer your engines to have a lower cost of goods than what they currently have an…”
Mason Morfit Sep 29, 2025 ▶ 56:15 Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
Oct 27, 2025 neutral
Disclosure
Ayer: WCM Sold Louis Vuitton and Costco to Buy Rolls-Royce
“I mean, you're selling names like Louis Vuitton and Costco and buying names like Rolls Royce and Siemens Energy.”
Sanjay Ayer Oct 27, 2025 ▶ 15:23 Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
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