Warren Buffett’s Purchase of Taiwan Semiconductor Manufacturing | Ticker TSM (TIP508)

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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[pooh]

I think there is a typo in the title, it's TSMC and not TSM

[brianbirnbaum]

Reading Chip Wars right now. Cool to listen to this now.

[stefanvasilev]

Did Buffet buy TSMC at ~$80? Could you tell where you found the announcement?

[brianbirnbaum]

Kind of always been confused as to Buffett’s thoughts on EBITDA. It’s EXTREMELY close to FCF…which he basically lives and dies by….

[GymForLifeHD]

i buy meta only for two reasons prices is good and we live in matrix and slaves need matrix so thx postion is already in green 15%

[py]

5% of SP500 is around 25 companies. It is hard to believe that one cannot find 25 companies that can grow well in the next 5 years. This is a little too conservative.