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NZS Capital Part II: What’s Going on in Today’s Markets? (Plus more Semiconductors!)
ACQ2 by Acquired
What's the Difference Between Resilience and Optionality?
As you think about big tech, where do these companies fall? And to be more specific, meda, amazon, apple, google, micro sopt. Where do they fall at this point in their trajectory as a resilience bet or an optionality bet? Then let's think about the companies that aren't quite at that level, but are high growth, high cash flo high market te companies that are sort of nearing that that realm.
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