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TIP508: Berkshire's Purchase of TSM & Meta "Doomsday" Analysis
We Study Billionaires - The Investor’s Podcast Network
Intel's PE Multiple Is Almost 40% Cheaper Than TSM
Intel is an American semiconductor chip manufacturer and despite the company having grown at a good clip in recent years, the stock has just been in a free fall as of late. With them falling behind technologically, it's interesting to see that Intel's R&D spend is $17 billion over the trailing 12 months, while TSM only spent $5 billion during that same period. The market this year seems to be pricing as if they won't catch up to their competitors and the demand for their products will decline. For those listeners who prefer to buy something that's really cheap, Intel may be worth considering.
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