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Complexity Investing & Semiconductors (with NZS Capital)
Acquired
The Resilient and the Optional Half of the Portfolio?
On the resilient half of the portfolio, we can o say you know it when you see it. But joun ha, we're looking for are companies that are further along in their growth tojectory. And so this wouldbe companies we own. The last bucket we probablyly see in the brazilian proper portfolio is just networks, o effacts based competitive advantages. We tend to see those in the braziliant partof the portfolio.
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