Investors / stance tracking
What John Armitage is saying
FollowFollowingUnfollowCo-founder & CIO, Egerton Capital
5 dated public stances tracked since 2026-10-07, most recently 2026-10-07. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of John Armitage's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. John Armitage is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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5
tracked stances
5
themes
0
side flips
2026-10-07
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| AIR | 1 | 1 bullish | 2026-10-07 | |
| APH | 1 | 1 bullish | 2026-10-07 | |
| ASML | 1 | 1 bullish | 2026-10-07 | |
| NVDA | 1 | 1 bullish | 2026-10-07 | |
| V | 1 | 1 bullish | 2026-10-07 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Visa's 67% margins make the top line and cost structure highly legible—valuation held up even when the stock was widely shunned, and Egerton stuck through the drawdown to capture a subsequent 20%+ move.
“there was a time when you couldn't give away Visa and luckily it's up 20% since then”
John Armitage: What Makes a Company Worth Investing In? | Podcast | In Good Company
Nvidia's 75% gross margins and extreme operating leverage mean small revenue beats or shortfalls produce outsized earnings surprises, and memory cost inflation in the bill of materials is the key sensitivity worth modeling closely to stay ahead of consensus.
“Nvidia makes 75% gross margins”
John Armitage: What Makes a Company Worth Investing In? | Podcast | In Good Company
2026-10-07
AIR
owns
In Good Company · video
Egerton holds a large Airbus position, with the edge in modeling when backlog pricing flows into reported revenues and what incremental margins on each additional delivery unit will be—the private contractual nature of orders creates an information gap that…
“if we talk about a company like Airbus, which we have a big holding in there”
John Armitage: What Makes a Company Worth Investing In? | Podcast | In Good Company
Amphenol is a 'brilliant company' that supplies into the AI infrastructure buildout, giving it durable revenue exposure to the hyperscaler capex cycle without the headline valuation risk of pure-play chip names.
John Armitage: What Makes a Company Worth Investing In? | Podcast | In Good Company
ASML is owned as part of the AI semiconductor equipment chain—its lithography monopoly positions it to capture spending from every logic-chip fab cycle driven by AI demand.
John Armitage: What Makes a Company Worth Investing In? | Podcast | In Good Company
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