ASML: Focus On What Will Not Change

Group 1 - The current environment is characterized by significant uncertainty regarding trade, tariffs, and export bans, prompting a need to reassess the fundamental thesis of companies [1] - Emphasis on the importance of compounding knowledge and maintaining a long-term investment perspective, inspired by notable investors like Warren Buffett and Charlie Munger [1] - The statement highlights the necessity of focusing on fundamental shifts in companies rather than being swayed by external market conditions [1]