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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 deeper. It turns out NZS has a lot more to teach Acquired than just about semis! Here we dive into their fascinating philosophy of 'complexity investing' which was born out of their interactions with th

Complexity Investing & Semiconductors (with NZS Capital)

Acquired