Ep. 63 - NZS Capital: Complexity Investing
The Investing City Podcast
Is Cree Going to Be the Ultimate Winner?
Creea is an optionality position. The really exciting part of cree's business is ae semi conductors they make, which are going to go into electronic vehicles. Zill and redfin arere indifferent businesses, os, information base platform. They're not a real estate brokerredfin is a real estate brokerage that also has information platform next to it. Both are sort of wading intoand getting into the ey bier market,. Where they 're sort of becoming a market maker, or reach to have market makers in the stock exchange before all done by computers.
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