Brinton Johns

Beekeeper at NZS Capital -- I just tweet about bees and retweet stuff @bradsling says. . . Advice about bees, not investments.

[Brinton Johns @bjohns3]

Hypothesis: The hallmark of disruption is an intense focus on vertical integration.

[Brinton Johns @bjohns3]

@AnalysisOp @JRogrow @bradsling @jbathgate @joe_furmanski @NZSCapital Uh, no.

[Brinton Johns @bjohns3]

Getting excited. . .

[g @trautsnehcterg]

#BM100 #smalleuropeanwoman amazing

[iRunFar @iRunFar]

History was made at the 2024 edition of the Barkley Marathons!

Jasmin Paris became the first woman to ever finish the event, and a record-breaking five runners finished. https://t.co/B6DBm3tPiv

[Brinton Johns @bjohns3]

It's earnings season, the sun is out and it's 60 degrees. Time for the investors @NZSCapital to take a hike!

[NZS Capital @NZSCapital]

How to Have Meetings that Don't Suck...A new paper from @bjohns3

Learn why we ♥️ to have meetings at NZS!

There are some simple suggestions everyone can implement along with some uncomfortable concepts that might require a culture shift at your org.

https://t.co/kfdAUDg3ug

[NZS Capital @NZSCapital]

Interviews with NZS investors including recent posts from @blarsonbrf on Trane from @bizbreakdowns and @jbathgate discussing the chip industry can be found here:

https://t.co/bMtWwKE8Oi

[Brinton Johns @bjohns3]

Getting excited. .

[Brinton Johns @bjohns3]

@tom_morganKCP Ergodicity

[Brinton Johns @bjohns3]

@JRogrow @jbathgate @srasgon is the 🐐

[brad slingerlend @bradsling]

Feels a little weird to read this from our June 2020 op-ed and see it essentially finally happening today, with some help from the government. The Apple issue seems especially true more than ever. In many ways this was, and still is, inevitable.

https://t.co/cSpahD5f40

[Brinton Johns @bjohns3]

This is a paradigm shift in the way companies have done business since Deng Xiaoping first made Shenzhen a Special Economic Zone back in 1980. This is a MASSIVE prediction where the range of outcomes seem to be narrowing.

[Brinton Johns @bjohns3]

For 99% of my investing career supply chain "resilience" meant optimizing for efficiency. "Resilience" now means optimizing for geopolitical risks, ie. sustainability or longevity. This means the world will get less efficient, less homogenous and more diversified.

[Brinton Johns @bjohns3]

I don't have any judgement about this, I'm just trying to clarify the observation. What I, and everyone else, thought of as "resilient" is now fragile. And what was fragile, ie, not optimizing for maximum efficiency, is now resilient.

[Brinton Johns @bjohns3]

@bradsling One of the best movies ever!

[brad slingerlend @bradsling]

List of people with zero proven track record of predicting the future of the economy:
-Fed employees
-Venture capitalists
-Public market investors
-CEOs
-Economists
-Approximately all 8B people on planet Earth

https://t.co/aFWmIomPcr

[Brinton Johns @bjohns3]

@JRogrow Traditional auto makers

[NZS Capital @NZSCapital]

The NZS Capital investment team joined @gilbert and @djrosent and the @AcquiredFM audience to talk Complexity Investing:
https://t.co/C9ASQy7pGB