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Finding Wonderful Companies at Wonderful Prices with Value Stock Geek

The 7investing Podcast

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Semiconductor

I think this is one of the most wonderful businesses in the world. And probably, I think why it was, you were able to get at such a valuation is the geopolitical risk that Taiwan has with China. How do you weigh that type of risk with owning a company like this? So I think China is a big part of it. But the way I kind of look at that as well, if we go to where with China, I have bigger problems than what's in my portfolio.

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