Warren Buffett’s Purchase of Taiwan Semiconductor Manufacturing | Ticker TSM (TIP508)
发布时间 2022-12-27 07:45:00 来源
摘要
Clay Finck dives into Warren Buffett’s recent purchase of Taiwan Semiconductor Manufacturing (Ticker TSM), the critical role semiconductors play in our overall economy, and why Intel and Meta may be undervalued.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:01:08 - Buffett’s Purchase of TSM
00:05:55 - Geopolitical Tensions
00:18:49 - US Restrictions on China
00:22:49 - Intel Stock
00:25:24 - What Drives a Stock’s Value
00:28:54 - Home Depot Stock
00:31:37 - Graham and Dodd Annual Breakfast
00:34:57 - Why EBITDA is misleading
00:37:46 - Meta ‘Doomsday’ Analysis
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▶️ RELATED EPISODES:
- (TIP503) The Story Of Airbnb & Brian Chesky: https://www.theinvestorspodcast.com/episodes/the-story-of-airbnb-and-brian-chesky/
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💡 OTHER RESOURCES
- Jordan Schneider’s Article: https://bit.ly/3G5Mh5Z
- ValueStockGeek’s writeup on Intel: https://bit.ly/3YDqav6
- Aswath Damodaran’s analysis on Meta: https://bit.ly/3jiNFcD
- Write-up on the Graham and Dodd Annual Breakfast: https://bit.ly/3hF8Mp2
- Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a special $140 discount: https://bit.ly/3PVyNfF
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WHO I AM:
I’m Clay Finck, host of the 🎙We Study Billionaires Podcast. I’m passionate about learning top 💰investing and business insights and sharing them with others.
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