AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Complexity Investing & Semiconductors (with NZS Capital)
Acquired
The Value Maximizing Thing - Michael Porter's Five Forces
15% growth over ten years would deliver more than a 300 % return. If we could populate our top 20 positions with these types f resilient companies, we'd only trim and add around periods of volatility. All thof the real absolute dollar value of compounding shows up in the out years. That's right. And its sort of way we take issue porter.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode