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Complexity Investing & Semiconductors (with NZS Capital)
Acquired
Investing in a Micro Cap Stock
Investing is inherently a team' port. It's a terrible solo sport for the most part. The way we view team is our role is calling out bias and each other. I think, more than other public markets, investors might like if we put something in the optionality of the portfolio. We just inherently expect failure. And so that's one cultural way t we've architected the way the team works together.
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