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8min chapter
Complexity Investing & Semiconductors (with NZS Capital)
Acquired
Balancing Resilience and Optionality in Investment
This chapter examines the investment principles of resilience and optionality, advocating for a balanced portfolio strategy that combines steady growth stocks with high-potential investments. It discusses the importance of business model resiliency, using examples like Amazon to illustrate how successful companies navigate uncertainty while investing in future opportunities. Additionally, the chapter critiques traditional risk models and explores non-ergotic systems, highlighting the complexities and unpredictability of market outcomes.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode