AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
12min chapter
Complexity Investing & Semiconductors (with NZS Capital)
Acquired
Resilience and Long-Term Growth in Investing
This chapter explores the idea of resilience in organizations, using the behavior of ants as a metaphor for stability and longevity in contrast to corporate focus on immediate productivity. It advocates for long-term investment strategies that emphasize sustainable growth, drawing on examples from companies like Texas Instruments and TSMC. The discussion also critiques traditional competitive advantages in favor of creating shared value across stakeholder relationships.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode