2min chapter

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Complexity Investing & Semiconductors (with NZS Capital)

Acquired

CHAPTER

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.

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