4min chapter

ACQ2 by Acquired cover image

NZS Capital Part II: What’s Going on in Today’s Markets? (Plus more Semiconductors!)

ACQ2 by Acquired

CHAPTER

Is There a Demand Decay?

Having pricing power is a sign of relatively healthy industry dynamics, i would say. I think we don't want to own companies that are screwing their customers on price. But if their input or cost, our input costs, are going up, we've seen that over the last two cycles, actually, they they can a raise price. And so neflix is saying, we think our service is worth more. We underpricing it; ansill will go ahead and raise price. So it's about price in aggregate from just aggregating all things together.

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