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TIP508: Berkshire's Purchase of TSM & Meta "Doomsday" Analysis
We Study Billionaires - The Investor’s Podcast Network
Introduction
Buffett recently made a purchase in Taiwan semiconductor, ticker TSM. This is not the type of purchase one might expect from Buffett but we know that he's always willing to change as the facts and environment change. The only other noteworthy change in Berkshires' portfolio for Q3 of 2022 was upping their position in Occidental. They added 36 million shares, and that now makes 4 percent of the overall portfolio with 194 million shares.
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