Quartr
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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
Quartr571,604 просмотров • 2 лет назад
In 2011, Jensen Huang held this incredible 60-minute lecture at Stanford. $NVDA has returned an insane 140x since then. The lecture covers topics such as NVIDIA's early days, risk-taking, innovation, the importance of a strong corporate culture, and more. Enjoy!
Quartr532,606 просмотров • 2 лет назад
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
Quartr348,528 просмотров • 2 лет назад
"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.
Quartr269,815 просмотров • 2 лет назад
$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 Sleepwell🛌 Michael Gielkens Claudia Burdon Leandro Pythia Capital, No Brainer Chris Mayer Barry Schwartz David Senra
Quartr269,570 просмотров • 2 лет назад
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 просмотров • 2 лет назад
Behind the scenes of our 2022 campaign, "Quartr Everywhere." Shot in a single take, inspired by the iconic Old Spice commercials.
Quartr26,063 просмотров • 2 месяцев назад
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
Quartr143,127 просмотров • 2 лет назад
Jamie Ross at GAM Investments on how Quartr Pro boosts his research productivity:
Quartr57,360 просмотров • 11 месяцев назад
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 просмотров • 1 год назад
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:
Quartr34,074 просмотров • 1 год назад
Ingvar Kamprad was the perfect example of founder mode. Until his final years, he regularly toured IKEA stores around the world. Here's what a typical visit could look like (which could easily last 12 hours): 5:45 am → Arrives before opening → Crawls into the container or trailer to inspect how well it's loaded → Makes sure the drivers get a cup of coffee → Reviews warehouse ergonomics and working conditions, safety first! 7:00 am → Checks the entrance: is it welcoming? → Do customers get a personal greeting from a human? → Signage must be clear, one strong message → Can every customer absorb it at a glance? → Are prices visible? "A product without a price is always wrong at IKEA" 9:00 am → Deep dive into the showrooms (he could stay 3–4 hours here) → Imagines walking through with his wife, Margaretha → Sees a product: can you grab it right there and then? Add-on sales matter! → Offers feedback on visual merchandising → Obsesses over price points → "Is it cheap enough?" 1:00 pm → Heads to the food court: "You can't shop on an empty stomach" → Is the kitchen ready? Can we keep the hot dogs flowing? → Is there a microwave for heating baby food? → Bar seating, regular, or round tables, what works best? → And crucially: how many sprinkle flavors on the ice cream? (Correct answer: one!) 4:00-6:00 pm → Talks to customers at the exit → "What stupidities did we do?" → Asks staff: "What problems do you have?" → Checks the bistro by the checkout: those €0.50 hot dogs should be flying out with super efficiency Here's an example of how notes from his memos could look after a store visit: "I saw at least 15 of them showcased in prime selling spots. Christmas trees. I have nothing against Christmas trees, but why the hell aren't we selling them! Where are our business instincts? Several trees were even decorated with items we do sell, without prices. There was also no lighting placed near the trees. I think everyone responsible has reason to be ashamed!" It might seem like Kamprad was too caught up in the nitty-gritty, but he explained it like this: "I've never been particularly interested in things that run smoothly, I simply thank the people behind them for doing a great job. It doesn't capture my attention, because it works. But when I realize something could be improved, a wave of inexplicable worry washes over me. Is the concept at risk? Are we veering off track?"
Quartr17,638 просмотров • 1 год назад
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