2min chapter

Acquired cover image

Complexity Investing & Semiconductors (with NZS Capital)

Acquired

CHAPTER

Investing in the Sebi Industry

Cadence and arm were viewed as sleepy, crappy companies. The management team at cadence is so customer centric that was how we can have first got involved with cadence. We do think they're taking market share, especially in digital markets. But both companies, it's like an extremely high quality do opoly.

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