Rolls-Royce, every mention
5 scenes · ← back to Rolls-Royce
tap a year for its mentions
every year anyone Sanjay Ayer 1Pat Dorsey 1Matt Miller 1Gavin Baker 1Bill Spitz 1
Verbatim, from the transcripts: the passages where Rolls-Royce comes up
Moat Investing Nuances – Pat Dorsey (EP.509)
- ▶ 46:35 Pat Dorsey We've done a lot of work on the aerospace ecosystem with Safran and Rolls.
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 10:00 Gavin Baker I was into the thrust-to-weight ratio of various planes, and I redesigned the F-fifteen with a canard, a different radar, and then these Rolls-Royce engines instead of Pratt and Whitney.
Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
- ▶ 15:23 Sanjay Ayer I mean, you're selling names like Louis Vuitton and Costco and buying names like Rolls Royce and Siemens Energy.
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
- ▶ 42:55 Matt Miller Why don't we put that methane into some Rolls Royce hybrid engines?
Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
- ▶ 44:32 Bill Spitz And then I think you have some sort of high touch, uh, Rolls Royce bespoke kinds of companies like