2min chapter

Acquired cover image

Complexity Investing & Semiconductors (with NZS Capital)

Acquired

CHAPTER

Sam Song and T S M C

T s m c and sam sung are basically doing the same stuff. I told my daughter that this morning. She was like, wait a second, dad, that's really the way n right? Thatwas rit a haa t das. So one thing i was hoping from you guys to day is helping us better understand who's good at what between those two companies.

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