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3min chapter
Complexity Investing & Semiconductors (with NZS Capital)
Acquired
Can You Ride Your Winters as Long as Possible?
We have this cap of how big in the portfolio we allow option ali positions to get. And so with a company like that, you know, i think it's still early days to call that business resiliant for many reasons. If were going through a digestion after the 20 20, kind of the record year for them,. an not the charts year, i should say, sot, for a position like that, we'll just trim it.
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