Complexity Investing & Semiconductors (with NZS Capital)

November 03, 2021


Of our 65+ sources for the TSMC episode one stood above the rest: a wonderful Knowledge Project episode with Brinton Johns and Jon Bathgate of NZS Capital laying out the state of the semiconductor market. When coincidentally we met Brinton a week later we knew fate was telling us we had to dig de...See more

Logo for Acquired