TIP508: Berkshire's Purchase of TSM & Meta "Doomsday" Analysis

  • Thread starter We Study Billionaires - The Investor’s Podcast
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We Study Billionaires - The Investor’s Podcast

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IN THIS EPISODE, YOU’LL LEARN:

  • 03:36 - TSM’s business model and competitive advantages.
  • 07:13 - All about the critical role semiconductors play in our overall economy.
  • 17:15 - Potential risks of investing in TSM.
  • 18:11 - The geopolitical tensions that are brewing with the US restricting China’s access to the global semiconductor market.
  • 31:00 - What drives the stock’s return in the long run.
  • 31:42 - The highlights from the Graham and Dodd Annual Breakfast.
  • 37:01 - Why Intel and Meta’s stock might be undervalued.



Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

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