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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
Quartr571,789 次观看 • 3 年前
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 次观看 • 3 年前
$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 次观看 • 3 年前
"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.
Quartr269,990 次观看 • 3 年前
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
Quartr143,160 次观看 • 3 年前
"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 次观看 • 2 年前
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!
Quartr76,853 次观看 • 1 年前
To celebrate Warren Buffett turning 93 yesterday, we have uncovered his first national TV interview. Since this clip aired in the mid 1980s, Buffett's net worth has grown from ~$500M to over $120B – despite his $50B+ philanthropic contributions. What's most fascinating isn't the vast wealth Buffett has accumulated, but rather that he has stayed true to his investment philosophy through thick and thin for multiple decades. We are very happy to have seen him in person in Omaha a few times now, and can highly recommend a visit to the Annual Meeting. It's very special. Timeless wisdom – Enjoy! 🧠 @NeckarValue David Senra Michael Mauboussin Ankur Shah | Thomas Chua WorldStocks Value Theory Yun Li Adam J. Mead (Watchlist Investing) Dinero Colombiano Ethan Tucker
Quartr118,609 次观看 • 3 年前
