Focused Compounding cover image

Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F

Focused Compounding

00:00

Buffet

The Taiwan semi conductor. Yes, selling that. So I wanted to get your opinion on that. Yeah, sold back Well, virtually completely. What was it like in q3 and then sold it in q4 Which if buffet's doing that, it's interesting that tells you Obviously he thinks he made a mistake. We have it right hereQ3 2020 or 2022q3 Yep, you bought 60 million shares and then when they had to report Uh They were down to 8 million shares He still made money. Even though you know pennies or whatever or dollars, but still something uh Clearly scared him off,. That was buffet.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app