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TIP508: Berkshire's Purchase of TSM & Meta "Doomsday" Analysis
We Study Billionaires - The Investor’s Podcast Network
Investing in the Semiconductor Industry
The company reported revenue in the most recent quarter at $20.2 billion, which is a really impressive year-over-year increase of 35%. Their operating margin was around 50% that quarter, which is also really profitable for them. Revenue growth so far seems to be pretty resilient despite the macro headwinds as of late. Incredibly, the ROIC and ROE for TSM has been in the 25-30% range for the past 10 years. Meanwhile, the stock is up 16.6% annualized over the past ten years too.
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