Stock Talk · by Benjamín Rojas · 2026-10-08

ASML is my favorite monopoly that still somehow never feels cheap

Every time I look at it, I nod through the thesis. Critical equipment, absurd technical lead, customers basically forced to respect the moat. Then I get to valuation and start bargaining with myself like I'm buying concert tickets.

I still own a little because some businesses deserve premium treatment. I just wish premium treatment didn't always arrive in deluxe pricing.

4 sparks · 6 comments

Comments

Angel Reyes · 15 likes

ASML is what quality investors point to when they want to sound rational about paying up.

Pixel Sparrow · 12 likes

I bought after a random scare and then did nothing. That's my entire edge.

Benjamín Rojas · 0 likes

Honestly waiting for temporary panic might be the only sane way in.

Giulia Rossi · 5 likes

Sometimes the right answer is just own less of a great thing instead of more of a mediocre thing.

Maya Williams · 1 likes

Premium treatment in deluxe pricing lol

Liam Wilson · 0 likes

This is exactly how I feel. The company is easier to love than the entry point.