Evidence receipt / belief
Published · transcript-backedSpeaker unverified: belief
3 Nov 2021 Acquired Complexity Investing & Semiconductors (with NZS Capital)
“One of the things we think about sometimes is that we’re looking for companies that can double in five years and double again the five years after that.”
— Speaker unverified
Source trail
Everything needed to verify it.
- Speaker
- Speaker unverified
- Attribution
- Not verified from this transcript
- Claim type
- belief
- Recorded
- 3 Nov 2021
- Publisher
- Acquired
Transcript context
…Wow. Well that’s a great place I think to leave, especially the semis discussion and most of this episode. It’s so counterintuitive, but the way that you’ve framed up why it is long-term good for an investor to want slow, methodical, governed growth is just very different than a lot of things we talk about on the show. One of the things we think about sometimes is that we’re looking for companies that can double in five years and double again the five years after that. All that means is we’re looking for companies that can growth 50% over a decade, all things equal. Easier said than done.…
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