Siemens, every mention
5 scenes, the whole family · ← back to Siemens
tap a year for its mentions
every year anyone Sanjay Ayer 1Rajiv Jain 1Mike Trigg 1Josh Wolfe 1Dan Tannenbaum 1
Verbatim, from the transcripts: the passages where Siemens comes up
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 18:16 Rajiv Jain Abbott Lab is selling at 14 times earnings, and SAP is 14, 15 times earnings, and have Siemens at 28 times earnings.
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.
- ▶ 24:54 Mike Trigg And then from the GE Vernova spin, gone deeper into turbines as well with Mitsubishi Heavy, as well as Siemens Energy.
Dan Tennebaum - The Case for India at India Capital (EP.387)
- ▶ 6:48 Dan Tannenbaum The only foreigners who were there mostly were associated with embassies, or maybe they were on rotation for Siemens or something.
Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
- ▶ 8:52 Josh Wolfe And at the time I got selected to do this Westinghouse science talent search, which then became Siemens and Intel and, you know, others have sort of taken on the sponsorship.