ASML vs. The Next Decade: Why the World’s Most Important Machine Still Belongs to Veldhoven
ASML's moat will not crumble anytime soon
Qmoat
Micron Q3 Earnings Call: AI Era Strategy Briefing
Micron Q3 Earnings Call
The global Elevator & Escalator Industry - A deep dive
The worldwide elevator and escalator market is projected to expand to roughly 166 billion US‑dollars by 2028, an annualised growth rate close to six per cent from 2024. Asia‑Pacific—particularly China and India—continues to supply most of the new‑equipment demand, whereas industrialised OECD economies increasingly focus
What is a moat?
When Jensen Huang dimmed the lights at Nvidia’s annual GTC conference this spring, the audience expected silicon. Instead they got software: one slide, eight minutes, and 900 brightly colored rectangles, each a library inside CUDA. “A long time ago,” Huang said, “this slide was all we had.” In 2004
ROIIC: The most important financial metric you've probably never heard of
Return on Invested Capital (ROIC) is used A LOT to judge how effectively a company has turned past investment into profit. Yet it is the marginal—or incremental—ROIC (often abbreviated ROIIC - Return on Incremental Invested Capital) that decides whether the next round of capital deployed will compound value.