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SCOUT· 63%1h 36m·2021-11-03·Business

Complexity Investing & Semiconductors (with NZS Capital)
Acquired
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…
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63%
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