ASML: The Irreplaceable Chip Monopoly

In this video I talk about a business that creates some of the complex machines known to mankind. ASML is the sole player in the EUV lithography space, creating a device that enables chip makers to print chips as small as 3 nanometers. There have no real competitors, but that doesn't mean they aren't without risks! We cover everything from the business model to valuation in this video. ** Free trial and *15% off of a Fiscal.AI subscription through this link here: https://fiscal.ai/drewcohen/ ~*~ I worked at Goldman Sachs and an investment fund that managed hundreds of billions of dollars. In this channel I will teach you everything I know, including how to analyze a business, how to invest, the differences between bad and good businesses, and other finance topics. Follow us to learn 1) how to become a better investor and 2) how to analyze and understand business! ~*~ Chapters 0:00 — Is ASML Priced to Perfection? 3:47 — Business Overview 20:37 — Competition and Competitive Position 25:05 — 4 Threats 37:54 — Valuation 44:38 — Why Can’t They Just Raise Prices? 46:44 — Cyclicality ~*~*~*~*~*~ Drew Cohen is a Registered Investment Advisor and he also manages money for individuals and families. Drew also has a podcast called The Synopsis. The Synopsis is aimed toward professional investors and covers stocks, investing, and various other topical business news. Follow the Podcast on Spotify here: https://open.spotify.com/show/3lGqHRK... Follow the Podcast on Apple here: https://podcasts.apple.com/us/podcast... ~*~*~*~*~*~ Nothing here is financial advice. See channel disclaimers. ~*~*~*~*~*~ #investing #stockmarket #finance