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Complexity Investing & Semiconductors (with NZS Capital)
Acquired
The World Doesn't Work That Way, Right?
All risk models are based on these normal distributions, right? But in fact the world doesn't work that way. Your wrist motdeles are sort of like air bags that go off at stop signs, but not when you get in a crash. Andin being ventricapital ofvesters, you see this all the time with public companies. There are a few pig powerlow winners. We see them in the market to day. They're driving the entire market, right? This is au reality.
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