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Complexity Investing & Semiconductors (with NZS Capital)
Acquired
Semi Conductors - What's the Impact?
The semi conductor is, right? So there's a lot of semi conductor makers that are on the digital space. And so in our top positions, we're more heavily weighted towards the catalogue. We've about a third of the portfolio and semis. The silican carbide thing is the first time i'm sort of hearing of it. But o idon't know if there's a 50 % chance of happening, or 20, or that kind of thing.
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