Vincent Montemaggiore: ‘The Two Best Defenses Against Tariffs Are a High-Gross Profit Margin and Pricing Power’
The Long View
Exploring High-Quality Investments: Focus on ASML and SAP
This chapter examines a high-quality investment approach centered on companies represented by the 'GRANOLA' acronym, highlighting key players like ASML and SAP. It explores ASML's unique market position in the semiconductor industry and SAP's transition to cloud services, while also discussing the impact of AI on investment strategies.
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