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Ep. 63 - NZS Capital: Complexity Investing

The Investing City Podcast

CHAPTER

Resilience in the Portfolios

Theamfas is a very resilient company. Am, they sell the gutf of all electronic devices. They're hyper decentralized and have some divisions that compete with themselves. Ball corporation makes around a hundred billion cans a year in a market thats urround 300 billion cans. And it's actually really hard to make anything for $1 billion or more. Ounowtes: These companies aren't just text tecter' therrthers; they're providing you know higher-value solutions.

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