Capitalist Letters

Capitalist Letters

Share this post

Capitalist Letters
Capitalist Letters
ASML: Undervalued Giant?
Copy link
Facebook
Email
Notes
More

ASML: Undervalued Giant?

This may be your chance to invest in a company that holds a monopoly position in an industry that is indispensable for cutting edge chip manufacturing.

Oguz Erkan's avatar
Oguz Erkan
Oct 20, 2024
∙ Paid
91

Share this post

Capitalist Letters
Capitalist Letters
ASML: Undervalued Giant?
Copy link
Facebook
Email
Notes
More
9
15
Share

🚨I have to warn you: This is a different kind of write-up on ASML.🚨

You have seen many ASML reviews since it took a nosedive after last week’s earnings. This piece was structured to deviate from the norm.

By the end of this writing you will:

  • Simply understand what ASML does.

  • Understand why it has a giant and impenetrable moat.

  • Be able to explain the inves…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Oguz Erkan
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More