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Siemens, every mention

2 scenes (2025), the whole family · ← back to Siemens

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every year 2025 anyone Sanjay Ayer 1Rajiv Jain 1Mike Trigg 1Josh Wolfe 1Dan Tannenbaum 1

Verbatim, from the transcripts: the passages where Siemens comes up

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Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467) Oct 27, 2025 · 2 mentions

  • ▶ 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.
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