2min chapter

Acquired cover image

Complexity Investing & Semiconductors (with NZS Capital)

Acquired

CHAPTER

The Negative Feedback Loop for TSM

If you grow 20 % a year for like 50 years, like t s m c, you will destroy ono, every group on out there. So what you need for that is a negative back loop, right? And it ends up being long term good for the company to have that growth governor or, that negative feedback loop. It's just very different than a lot of things we talk about on this show.

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