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๐™จ๐™ก๐™ค๐™ฌ ๐™›๐™š๐™š๐™ฉ ๐™™๐™ค๐™ฃโ€™๐™ฉ ๐™š๐™–๐™ฉ

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Beautiful interaction between the Princess of Wales and Lydia Lowe ๐Ÿฅบ๐Ÿ’›๐Ÿ’– Such an inspiring and touching story, Lydia is amazingly articulate and emotionally mature ๐Ÿฅฐ '๐™‹๐™ง๐™ž๐™ฃ๐™˜๐™š๐™จ๐™จ ๐™ค๐™› ๐™’๐™–๐™ก๐™š๐™จ ๐™ฉ๐™ค๐™ก๐™™ โ€˜๐™™๐™ค๐™ฃโ€™๐™ฉ ๐™—๐™š ๐™ฃ๐™š๐™ง๐™ซ๐™ค๐™ช๐™จโ€™ ๐™—๐™š๐™›๐™ค๐™ง๐™š ๐™’๐™ž๐™ข๐™—๐™ก๐™š๐™™๐™ค๐™ฃ ๐™จ๐™ฉ๐™–๐™ฃ๐™™๐™ž๐™ฃ๐™œ ๐™ค๐™ซ๐™–๐™ฉ๐™ž๐™ค๐™ฃ' ๐Ÿ—ž๏ธ'Lydia was at Wimbledon representing the Dan Maskell Trust and was responsible for the coin toss for the wheelchair final.' 'During a touching exchange, the Princess asked the child, who overcame a brain injury last January and had to learn how to walk again, what it meant to her to perform the coin toss' 'She asked if the girl had a favourite tennis player and whether she was feeling nervous' 'When the Princess asked if she had any advice for her ahead of her own appearance, the child replied: โ€œDonโ€™t be nervous [and] take deep breaths.โ€ The Princess responded: โ€œTake deep breaths, okay, Iโ€™ll remember that. Thank you.โ€ ๐˜ง๐˜ถ๐˜ญ๐˜ญ ๐˜ท๐˜ช๐˜ฅ๐˜ฆ๐˜ฐ ๐˜ฆ๐˜ฏ๐˜ฅ๐˜ด ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜“๐˜บ๐˜ฅ๐˜ช๐˜ข'๐˜ด ๐˜ฑ๐˜ข๐˜ณ๐˜ฆ๐˜ฏ๐˜ต๐˜ด ๐˜ต๐˜ข๐˜ญ๐˜ฌ๐˜ช๐˜ฏ๐˜จ ๐˜ข๐˜ฃ๐˜ฐ๐˜ถ๐˜ต ๐˜ฉ๐˜ฆ๐˜ณ ๐˜ด๐˜ต๐˜ฐ๐˜ณ๐˜บ, ๐˜ฉ๐˜ฆ๐˜ณ ๐˜ญ๐˜ฐ๐˜ท๐˜ฆ ๐˜ฐ๐˜ง ๐˜ต๐˜ฆ๐˜ฏ๐˜ฏ๐˜ช๐˜ด, ๐˜ข๐˜ฏ๐˜ฅ ๐˜ฃ๐˜ฆ๐˜ช๐˜ฏ๐˜จ ๐˜ค๐˜ฉ๐˜ฐ๐˜ด๐˜ฆ๐˜ฏ ๐˜ง๐˜ฐ๐˜ณ ๐˜ต๐˜ฉ๐˜ช๐˜ด ๐˜ณ๐˜ฐ๐˜ญ๐˜ฆ ๐˜ฅ๐˜ถ๐˜ณ๐˜ช๐˜ฏ๐˜จ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ž๐˜ช๐˜ฎ๐˜ฃ๐˜ญ๐˜ฆ๐˜ฅ๐˜ฐ๐˜ฏ ๐˜ง๐˜ช๐˜ฏ๐˜ข๐˜ญ '๐˜ผ ๐™จ๐™ฅ๐™š๐™˜๐™ž๐™–๐™ก ๐™ง๐™š๐™จ๐™ฅ๐™ค๐™ฃ๐™จ๐™ž๐™—๐™ž๐™ก๐™ž๐™ฉ๐™ฎ ๐™›๐™ค๐™ง ๐™– ๐™จ๐™ฅ๐™š๐™˜๐™ž๐™–๐™ก ๐™ฅ๐™š๐™ง๐™จ๐™ค๐™ฃ. ๐™€๐™ž๐™œ๐™๐™ฉ-๐™ฎ๐™š๐™–๐™ง-๐™ค๐™ก๐™™ ๐™‡๐™ฎ๐™™๐™ž๐™– ๐™‡๐™ค๐™ฌ๐™š ๐™ฌ๐™ž๐™ก๐™ก ๐™ฅ๐™š๐™ง๐™›๐™ค๐™ง๐™ข ๐™ฉ๐™๐™š ๐™˜๐™ค๐™ž๐™ฃ ๐™ฉ๐™ค๐™จ๐™จ ๐™›๐™ค๐™ง ๐™ฉ๐™๐™ž๐™จ ๐™ฎ๐™š๐™–๐™ง'๐™จ ๐™ก๐™–๐™™๐™ž๐™š๐™จ' ๐™ฌ๐™๐™š๐™š๐™ก๐™˜๐™๐™–๐™ž๐™ง ๐™จ๐™ž๐™ฃ๐™œ๐™ก๐™š๐™จ ๐™›๐™ž๐™ฃ๐™–๐™ก - ๐™ฉ๐™๐™ž๐™จ ๐™ž๐™จ ๐™๐™š๐™ง ๐™จ๐™ฉ๐™ค๐™ง๐™ฎ'

mrc ๐Ÿฆ‡

105,121 Aufrufe โ€ข vor 11 Monaten

Chris Hohn on why Aerospace sits firmly in his investable universe: โ€œAerospace is a sector weโ€™ve come to understand where the barriers to entry are multipleโ€ฆ hard assets, contracts, network effectsโ€ฆ intellectual property, contracts, installed base, regulatory switching costs.โ€ ___ ๐“๐ก๐ž ๐ฅ๐ž๐ฌ๐ฌ๐จ๐ง: ๐™๐™๐™š ๐™ข๐™ค๐™จ๐™ฉ ๐™™๐™ช๐™ง๐™–๐™—๐™ก๐™š ๐™—๐™ช๐™จ๐™ž๐™ฃ๐™š๐™จ๐™จ๐™š๐™จ ๐™™๐™ค๐™ฃโ€™๐™ฉ ๐™ง๐™š๐™ก๐™ฎ ๐™ค๐™ฃ ๐™ค๐™ฃ๐™š ๐™ข๐™ค๐™–๐™ฉ โ€” ๐™ฉ๐™๐™š๐™ฎ ๐™จ๐™ฉ๐™–๐™˜๐™  ๐™ข๐™ช๐™ก๐™ฉ๐™ž๐™ฅ๐™ก๐™š ๐™—๐™–๐™ง๐™ง๐™ž๐™š๐™ง๐™จ ๐™ฉ๐™ค ๐™š๐™ฃ๐™ฉ๐™ง๐™ฎ. ๐™€๐™–๐™˜๐™ ๐™ก๐™–๐™ฎ๐™š๐™ง ๐™ข๐™–๐™ ๐™š๐™จ ๐™™๐™ž๐™จ๐™ง๐™ช๐™ฅ๐™ฉ๐™ž๐™ค๐™ฃ ๐™๐™–๐™ง๐™™๐™š๐™ง; ๐™ฉ๐™ค๐™œ๐™š๐™ฉ๐™๐™š๐™ง, ๐™ฉ๐™๐™š๐™ฎ ๐™˜๐™ง๐™š๐™–๐™ฉ๐™š ๐™ฃ๐™š๐™–๐™ง-๐™ž๐™ข๐™ข๐™ช๐™ฃ๐™ž๐™ฉ๐™ฎ. ___ Why multiple barriers matter: ๐‡๐š๐ซ๐ ๐š๐ฌ๐ฌ๐ž๐ญ๐ฌ โ†’ capital intensity discourages new entrants ๐‚๐จ๐ง๐ญ๐ซ๐š๐œ๐ญ๐ฌ โ†’ long-dated agreements with OEMs & airlines ๐๐ž๐ญ๐ฐ๐จ๐ซ๐ค ๐ž๐Ÿ๐Ÿ๐ž๐œ๐ญ๐ฌ โ†’ scale advantages in service, parts, and support ๐ˆ๐ง๐ญ๐ž๐ฅ๐ฅ๐ž๐œ๐ญ๐ฎ๐š๐ฅ ๐ฉ๐ซ๐จ๐ฉ๐ž๐ซ๐ญ๐ฒ โ†’ decades of engineering know-how that canโ€™t be replicated quickly ๐ˆ๐ง๐ฌ๐ญ๐š๐ฅ๐ฅ๐ž๐ ๐›๐š๐ฌ๐ž โ†’ once equipment is flying, customers canโ€™t easily switch ๐‘๐ž๐ ๐ฎ๐ฅ๐š๐ญ๐ข๐จ๐ง & ๐œ๐ž๐ซ๐ญ๐ข๐Ÿ๐ข๐œ๐š๐ญ๐ข๐จ๐ง โ†’ enormous time, cost, and risk to gain approval ๐’๐ฐ๐ข๐ญ๐œ๐ก๐ข๐ง๐  ๐œ๐จ๐ฌ๐ญ๐ฌ โ†’ safety, reliability, and downtime risks deter change ๐„๐š๐œ๐ก ๐ฅ๐š๐ฒ๐ž๐ซ ๐ฆ๐š๐ค๐ž๐ฌ ๐๐ข๐ฌ๐ซ๐ฎ๐ฉ๐ญ๐ข๐จ๐ง ๐ก๐š๐ซ๐๐ž๐ซ. ___ 5 High-Quality Aerospace businesses worth adding to your watchlist: 1. $GE GE Aerospace 3-Year CAGR: +58% 2. $HWM Howmet Aerospace 3-Year CAGR: +76% 3. $TDG TransDigm Group 3-Year CAGR: +20% 4. $HEI Heico 3-Year CAGR: +23% 5. $RTX RTX Corporation 3-Year CAGR: +27% When investors talk about โ€œdisruption risk,โ€ sectors with layered moats like aerospace are often underestimated. Patience โ€” and respect for barriers โ€” tends to be rewarded. ___ Video: Norges Bank Investment Mangement | Investment Conference 2025 (07/23/2025)

Dimitry Nakhla | Babylon Capitalยฎ

30,291 Aufrufe โ€ข vor 4 Monaten