5min chapter

Capital Ideas Investing Podcast cover image

Why the world keeps getting better

Capital Ideas Investing Podcast

CHAPTER

The Euro Pacific Growth Fund: When Will They Reassert Theirself Against US Stocks?

The odds that non-US markets, and we saw it last year, but I think the odds that they continue to be better than US markets are good. The semiconductor equipment industry is the most important company or LVMH Louis Vuitton in terms of market share. And so, you know, ASML always had neat technology, but they didn't always make a lot of money, you know? Yeah. But their technology became more and more important. They invested more and more in it and they developed more and more market share. So now really they sort of stand a stride into what's going to be an exciting time for them.

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