Evidence receipt / recommendation
Published · transcript-backedMentions personal use of Knowledge Project.
3 Nov 2021 Acquired Complexity Investing & Semiconductors (with NZS Capital)
“On our TSMC episode, one of the 65 sources that we used was an episode of the Knowledge Project with Brinton Johns and Jon Bathgate.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- recommendation
- Recorded
- 3 Nov 2021
- Publisher
- Acquired
Transcript context
…And I'm David Rosenthal, and I am an angel investor based in San Francisco. And we are your hosts. On our TSMC episode, one of the 65 sources that we used was an episode of the Knowledge Project with Brinton Johns and Jon Bathgate. Brinton and Jon are public equities investors at a hedge fund called NZS Capital, and they spend a lot of their time researching semis. It was packed so full with great content that I actually watched it twice to make sure I understood everything. It was so good.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.
Named in this claim