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In 2016, $LVMH's Bernard Arnault did a rare interview in English at The Oxford Union. It includes topics such as: • How he defines luxury • Why satisfaction is a big risk • Stock market psychology • What's his favorite champagne "I try to be optimistic in the long-term and pessimistic in the short-term" Enjoy! 🙌 Magnus Andersson🦎 Punchy Capital ALDIN WorldStocks Jennifer Ablan KristinBentz Tokyo HerrKamrer The Investing for Beginners Podcast Bernard Arnault Tracker
Quartr571,627 views • 2 years ago
This video of how an $ASML EUV machine works will blown your mind. Some *insane* stats about it: → Without EUV machines, it's impossible to manufacture cutting-edge chips for things like $AAPL iPhones, $NVDA GPUs, and $AMZN data centers. → ASML is the *only* producers of EUV machines in the world. → Each EUV machine costs around $200M, consists of 100,000 parts and weighs 200 tonnes. → The mirrors inside (supplied by Zeiss) are said to be the flattest objects ever produced. If scaled up to the size of Germany, the largest unevenness would be a tenth of a millimeter. Thanks Intel for the Fab tour! 🙌 Enjoy! Leandro Dissecting the Markets Invest In Assets 📈 Beth Kindig Chris Miller The Future Investors Stefan Thelenius Bastiaan Shay Boloor ユーエスさん🇺🇸米国株投資🍺🥃🍷🍶⚽ Paul Triolo
Quartr348,546 views • 2 years ago
"We don't sell a car, we sell a dream" Here's an incredible clip of $RACE's former Chairman Luca Cordero di Montezemolo delivering a speech on the key elements of Ferrari's success. Luca started his journey within Ferrari back in 1973 as the personal assistent of Enzo Ferrari himself – the company's iconic founder. In 1991, three years after Enzo's death, Luca was elected as Chairman. This became a turning point for the struggling car maker, and during Luca's tenure, Ferrari regained its strength. During his 23 years as Chairman, Ferrari's EBIT margins expanded from just above break-even to 15%. Today, margins have reached 26%, and Ferrari is arguably the most prestigious and well-managed luxury car maker in the world.
Quartr269,898 views • 2 years ago
$CSU.TO has returned an insane 155x in just 17 years as a public company. That is *excluding* dividends and two spin-offs. We have just uncovered possibly the only existing audio interview with Mark Leonard, the company's iconic founder, President and Chairman. This 1h & 40min masterclass covers topics like corporate culture, decentralization, high-performance conglomerates, Mark's time before founding Constellation Software in 1995, and much more. Enjoy! C.J. Simon Handrahan | MOS Capital Heavy Moat Investments ✨ Constellation Hathaway Capital Francisco Amador | Sleepwell Michael Gielkens Claudia Burdon Leandro Pythia Cap: Partially Conductive Chris Mayer Barry Schwartz David Senra
Quartr271,613 views • 2 years ago
Jensen Huang recently sat down for an *incredible* hour-long interview at Columbia Business School. It covers topics such as the $NVDA founding story, how Jensen envisions the future of AI, why NVIDIA doesn't manufacture their own chips, and much more. Enjoy! (h/t Columbia Business School)
Quartr237,370 views • 2 years ago
"I try to be optimistic in the long-term and pessimistic in the short-term" In 2016, $LVMH's Bernard Arnault did a rare interview in English at The Oxford Union. It includes topics such as: → How he defines luxury → Why satisfaction is a big risk → Stock market psychology → His favorite champagne
Quartr101,587 views • 1 year ago
Chuck Akre explains his iconic Three-Legged Stool investing framework. The three business characteristics that together drive incredible long-term investment returns. Leg #1: Exceptional Business • Enduring, predictable high ROE & FCF • Identifiable, sustainable competitive advantages • Pricing power and inflation protection • Easy to understand • Avoid return-regulated industries • Strong balance sheet Leg #2: Killer Management • Management with skill, integrity, and passion • Treating shareholders like partners • Lean corporate culture that fosters independence and accountability • Rational compensation Leg #3: Reinvestment Moat • Pattern of disciplined reinvestment • Long runway to reinvest at high returns on capital • Extensive opportunities to reinvest FCF organically or through acquisitions Video: "Trying to Solve the Investment Puzzle" - Chuck Akre (Talks at Google, 2017) CC: Alex Morris (TSOH Investment Research) Brandon Beylo Compound248 💰 Thomas Chua The Investing for Beginners Podcast Foxy the cat Simon Handrahan | MOS Capital Galician Investor Quality Research WorldStocks Chris Mayer SVN Capital
Quartr143,132 views • 2 years ago
ASML's EUV machine is one of the most complex machines ever built by humanity. Some *insane* stats about it: → Without EUV machines, it's impossible to manufacture cutting-edge chips for things like $AAPL iPhones, $NVDA GPUs, and $AMZN data centers. → $ASML is the *only* producers of EUV machines in the world. → Shipping a single EUV machine requires 40 freight containers, three cargo planes, and 20 trucks. → Each EUV machine costs around $200M, consists of more than 100,000 parts and weighs 200 tonnes. → The mirrors inside (supplied by Zeiss) are said to be the flattest objects ever produced. If scaled up to the size of Germany, the largest unevenness would be a tenth of a millimeter. → The next generation High-NA EUV systems have been shipped to $INTC and $TSM and costs closer to $400M. This is human ingenuity at its best. Thanks Intel for the fab tour!
Quartr74,850 views • 1 year ago
Jamie Ross at GAM Investments on how Quartr Pro boosts his research productivity:
Quartr57,751 views • 1 year ago
AutoZone is truly incredible in more ways than one. Since its IPO in 1991, $AZO have grown its EPS by ~45,500% and repurchased 87% of outstanding shares. These six clips with the founder, Pitt Hyde, are a masterclass in business🧵 1. Meeting and learning from Sam Walton:
Quartr34,106 views • 1 year ago
