Alexander (Alex) Altmann
speaker
337 appearances
1 recordings
1 series
first heard Jul 2026
last heard 10 Jul
Alexander (Alex) Altmann’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Well, it's not exclusively just margins.
You can sort of measure it as ROE as well.
There's different ways you can do it.
But effectively, businesses are becoming more profitable if it's a more profitable business.
It's going to be working off the assumption to a degree, it may not necessarily be accurate, but that effectively that has a bigger moat.
It's a more high quality business and therefore you'll put that on a higher premium, so to speak.
Oh, I thought you were going to say where it's my British accent that makes me sound more.
Well, that too.
It's a reason why I stayed here for 10 years.
Married an American, living the American dream.
Sorry, Tracy.
You know what you're doing.
I'll get back to the actual question at hand.
So is there increased validation from having a more quantifiable world that we operate in?
Yes.
But if you're asking a personal question, I don't think that's a personal question.
If I was to give a personal answer, my career wasn't always like that.
I started my career as a fundamental single stock analyst.
And I actually started my career actually as a generalist sales at JP Morgan in 2004.
But I then became a generalist analyst, so to speak, on the buy side.
Showing 241–260 of 337 · page 13 of 17
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