Investment manager, forged by many market cycles. Learned a lasting lesson: real wealth comes from owning businesses with enduring competitive advantages. At Qmoat.com I share my ideas.
As transistor gains stall, hybrid bonding takes center stage. Dutch toolmaker Besi is turning precision and process lock-in into outsize margins—and a pivotal role in AI hardware.
EVA, in Plain English: The Profit Left After Capital Gets Paid
Global consumer-goods giants kept profits afloat by raising prices, but volumes have stalled. To thrive again, they must win back shoppers with real product superiority, smarter retail-media spending, and a return to growth built on demand—not just price hikes.
Nestlé’s aura of Swiss precision has slipped The fix: an independent chair with teeth, sharper portfolio bets and a shift back to real, volume-driven demand.
China’s chip-equipment champions are moving from state-funded experiments to real contenders.
ChatGPT: Two decades after Enron, Sarbanes-Oxley still divides boardrooms: compliance isn’t cheap, especially for smaller firms, but sturdier audits and investor trust may justify the bill.
Silicon Valley’s greatest resource isn’t capital or code—it’s people. For decades, the H-1B visa has funneled foreign-educated engineers and scientists into the Valley, helping to turn start-ups into giants and whole categories into global industries.
Joint ventures can unlock reach and know-how, but misaligned incentives and divided control mean many falter before creating lasting value.
Rollins has turned pest control into a dependable, subscription-like cash machine—growing organically, tucking in bolt-on deals and keeping churn low. With a seasoned bench, dense routes and disciplined pricing, the company keeps margins steady even as rivals regroup.
Linde quietly dominates industrial gases with dense networks, proprietary engineering and long-term take-or-pay contracts that pass through energy costs, keeping cash flows steady.
ASM set a 2030 course—>€5.7bn revenue, 30% margins—built on ALD dominance, growing epi, outcome-based services and sustainability that lowers customers’ total costs.
Good management isn’t a personality. It’s fit—clear edge, disciplined capital, and a cadence tuned to the market. That’s why opposite styles thrive.
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