Ep. 63 - NZS Capital: Complexity Investing
The Investing City Podcast
The Future of Semi Conductors Depends on Cadence and Synopsis
Cadence is a sophaware provider to the semi conductor market. We owned that as an optionality position for a long time because it was not the greatest industry. The seminactor industry has been consolidating, so the number of customers were geting fewer. But we've seen two emerge that have been able to keep pace with morsla - cadence and Synopsis libuten. In some ways, the fate oft f the world depends on these two companies.
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