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NZS Capital, LLC

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Investment Philosophy
Insights
Newsletter
Team
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jason slingerlend
February 26, 2025
Podcasts

Business Breakdowns

jason slingerlend
February 26, 2025
Podcasts

Brett Larson returns to the Business Breakdowns podcast on Colossus to talk about Cognex.

Source: https://joincolossus.com/episode/cognex-vision-quest/

jason slingerlend
January 10, 2024
Podcasts

Business Breakdowns

jason slingerlend
January 10, 2024
Podcasts

Brett Larson joined the Business Breakdowns podcast to discuss HVAC giant Trane Technologies.

Source: https://joincolossus.com/episode/larson-trane-technologies-hvac-solutions/

jason slingerlend
November 28, 2023
News and Coverage

CFA Society of Switzerland

jason slingerlend
November 28, 2023
News and Coverage

Jon Bathgate gave a talk to the CFA Society of Switzerland on the semiconductor value chain and related geopolitics.

Source: https://www.youtube.com/watch?v=MPgizqJ0hXY

jason slingerlend
September 25, 2022
Podcasts

What You Got There

jason slingerlend
September 25, 2022
Podcasts

Brad Slingerlend interviewed with What You Got There host Sean Delaney.

Source: https://whatgotyouthere.com/portfolio/316-brad-slingerlend-nzs-capital-making-decisions-in-a-complex-world/

jason slingerlend
March 2, 2022
Podcasts

Business Breakdowns

jason slingerlend
March 2, 2022
Podcasts

Jon Bathgate and Brinton Johns discuss Cadence Design Systems.

Source: https://joincolossus.com/episode/johns-cadence-software-behind-semiconductor-design/?tab=blocks

jason slingerlend
January 28, 2022
Podcasts

The Acquired Podcast

jason slingerlend
January 28, 2022
Podcasts

Jon Bathgate and Brad Slingerlend discuss markets and investing.

Source: https://www.acquired.fm/episodes/nzs-capital-part-ii-whats-going-on-in-todays-markets-plus-more-semiconductors

jason slingerlend
November 30, 2021
Podcasts

Far From the Finishing Post

jason slingerlend
November 30, 2021
Podcasts

Brinton Johns in conversation with Troy Asset Management about Adapting to a Complex World.

Source: https://podcasts.apple.com/us/podcast/far-from-the-finishing-post/id1561196896

jason slingerlend
November 2, 2021
Podcasts

The Acquired Podcast

jason slingerlend
November 2, 2021
Podcasts

Brinton Johns and Jon Bathgate discussed NZS Capital’s Complexity Investing process and the semiconductor industry.

Source: https://www.acquired.fm/episodes/complexity-investing-semiconductors-with-nzs-capital

jason slingerlend
July 10, 2021
News and Coverage

Denver Business Journal

jason slingerlend
July 10, 2021
News and Coverage

Denver Business Journal covers NZS Capital's Growth.

Source: https://www.bizjournals.com/denver/news/2021/07/07/nzs-capital-investment-firm-strategy.html

jason slingerlend
June 30, 2021
Podcasts

The Latticework

jason slingerlend
June 30, 2021
Podcasts

Jon Bathgate and Blas Moros discuss the semiconductor industry and TSMC

Source: https://www.youtube.com/watch?v=Xji_zRilVkc

jason slingerlend
May 12, 2021
Podcasts

MOI Global

jason slingerlend
May 12, 2021
Podcasts

Jon Bathgate discusses semiconductors and the NZS investment philosophy.

Source: https://moiglobal.com/jon-bathgate-semiconductor-industry-2021/

jason slingerlend
May 12, 2021
Podcasts

MOI Global

jason slingerlend
May 12, 2021
Podcasts

Brinton Johns discusses the NZS investment philosophy.

Source: https://moiglobal.com/jon-bathgate-semiconductor-industry-2021/

jason slingerlend
March 17, 2021
News and Coverage

Bloomberg Businessweek

jason slingerlend
March 17, 2021
News and Coverage

Jon Bathgate discusses semiconductors in Bloomberg Businessweek.

Source: https://www.bloomberg.com/news/articles/2021-03-17/why-amazon-amzn-google-googl-microsoft-msft-are-designing-own-chips/

jason slingerlend
March 10, 2021
Podcasts

Motley Fool Live

jason slingerlend
March 10, 2021
Podcasts

Brinton Johns and Jon Bathgate discuss investment philosophy.

Source: https://www.youtube.com/watch?v=RqaVFiNOG3o

jason slingerlend
February 3, 2021
News and Coverage

MarketWatch

jason slingerlend
February 3, 2021
News and Coverage

Brad Slingerlend and Jon Bathgate wrote an Opinion Piece on the semiconductor shortage.

Source: https://www.marketwatch.com/story/shortage-in-chips-puts-u-s-national-security-at-risk-11612373012

jason slingerlend
February 3, 2021
News and Coverage

CNBC Squawk Alley

jason slingerlend
February 3, 2021
News and Coverage

Brad Slingerlend discusses chip stocks on CNBC.

Source: https://www.youtube.com/watch?v=AwPaDXItbxQ

jason slingerlend
November 30, 2020
Podcasts

The Knowledge Project

jason slingerlend
November 30, 2020
Podcasts

Brinton Johns and Jon Bathgate discuss the global technology industry and semiconductors.

Source: https://www.youtube.com/watch?v=r6NUO_bymuA

jason slingerlend
June 15, 2020
News and Coverage

CNBC Squawk Alley

jason slingerlend
June 15, 2020
News and Coverage

Brad Slingerlend appears on CNBC, saying the market pullback is healthy.

Source: https://www.cnbc.com/video/2020/06/15/this-market-pullback-is-healthy-says-nzss-brad-slingerland.html

jason slingerlend
June 2, 2020
News and Coverage

MarketWatch

jason slingerlend
June 2, 2020
News and Coverage

Brad Slingerlend wrote an Opinion Piece on the semiconductor 'cold war' between the US and China.

Source: https://www.marketwatch.com/story/a-semiconductor-cold-war-is-heating-up-between-the-us-and-china-2020-06-01

jason slingerlend
June 1, 2020
Podcasts

Investing City Podcast

jason slingerlend
June 1, 2020
Podcasts

Brad Slingerlend and Brinton Johns discuss Complexity Investing.

Source: https://www.investingcity.org/podcast/episode/3a58ce5b/ep-63-nzs-capital-complexity-investing

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