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Siemens, every mention

1 scene (2026), the whole family · ← back to Siemens

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every year 2026 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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Contrarian Quality at GQG Partners – Rajiv Jain (EP.505) Jun 8, 2026 · 1 mention

  • ▶ 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.
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