semis

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 3, 2021 by John Bathgate · across every show →

Everything said about semis, oldest first

Nov 3, 2021 bullish
Disclosure
Bathgate: NZS Capital holds roughly one-third of its portfolio in semiconductors
“We have about a third of the portfolio in, in semis.”
John Bathgate Nov 3, 2021 ▶ 56:59 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
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