NZS Capital Part II: What’s Going on in Today’s Markets? (Plus more Semiconductors!)
ACQ2 by Acquired
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Navigating Market Complexities
This chapter introduces NZS Capital and discusses the unique blend of backgrounds of its founders in finance and astrophysics. It explores the current state of financial markets amid rising interest rates, inflation, and the challenges of valuing high-growth tech companies. The chapter emphasizes adaptive investment strategies and the importance of understanding pricing dynamics in the technology sector.
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