Intro

This chapter examines Berkshire Hathaway's investment in Taiwan Semiconductor Manufacturing Company, discussing the acquisition's impact on its portfolio and TSM's significance in the semiconductor market. Additionally, it addresses geopolitical risks, stock performance drivers, and concludes with an analysis of Meta's stock undervaluation.

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Episode notes

IN THIS EPISODE, YOU’LL LEARN:

03:36 - TSM’s business model and competitive advantages.
07:13 - All about the critical role semiconductors play in our overall economy.
17:15 - Potential risks of investing in TSM.
18:11 - The geopolitical tensions that are brewing with the US restricting China’s access to the global semiconductor market.
31:00 - What drives the stock’s return in the long run.
31:42 - The highlights from the Graham and Dodd Annual Breakfast.
37:01 - Why Intel and Meta’s stock might be undervalued.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Tune into the recent We Study Billionaire’s episode covering How Jeff Bezos Built Amazon.
Learn about the Story of Airbnb.
Jordan Schneider’s Article: Choking Off China’s AI Access.
ValueStockGeek’s writeup on Intel.
Aswath Damodaran’s analysis on Meta.
Write-up on the Graham and Dodd Annual Breakfast.

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