2min chapter

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Complexity Investing & Semiconductors (with NZS Capital)

Acquired

CHAPTER

Semi Conductors - Are They the Next Big Thing?

We are in a epic shift. Were still early days, from the industrial age to the information age. And semi conductors of the new oxygen in this environment. Part of this is interest rates, wir. Weve never had negative intres rates. And then stimulus. And so those effects on all assets, which are unprecedented. It multiple is yes.

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