This Company Thinks Canada is Already in a Recession
The Canadian Investor
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TSMC and ASM Are Exceptional Businesses
ASM and TSMC are very similar in a lot of ways that you know this is a cyclical business but I'm going to talk about that actually in a second here because top line increase 3.6% earnings per share up 2.1%. Netbookings at you know 3.7 billion in netbookings that was up as high as almost nine in September of last year but you look at it on a two year stack and that quarter years ago was a third of what it is today soYeah it's hard to zoom out like that but it's important and it's important for the reasons why I'm talking about here with TSMC.
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