Charlie Munger: Investing in Semiconductor Industry 2023 | DJ 2023 【C:C.M 279】

Charlie Munger shares his insights on the peculiar semiconductor industry, including the challenges of staying ahead of the game and the need for constant investment. He also discusses the potential for a smart investment in Taiwan Semiconductor, the strongest semiconductor company on earth. This video provides valuable insights for those interested in investing in the semiconductor industry.

Charlie Munger's Recommended Book List:

► Video Transcript & YAPSS Takeaway:
This is Daily Journal Annual Meeting with Charlie Munger on February 15, 2023.

☆Who is Charlie Munger?☆
Charlie Munger is vice chairman of Berkshire Hathaway and the closest partner of Warren Buffett. He is one of the best investors ever existed with his profound wisdom in investing, business and life. Prior joining Warren Buffett at Berkshire Hathaway, Charlie Munger ran an investment partnership that returned an average of 20% per year from 1962 to 1975. Meanwhile, the S&P 500 averaged an annual return of just 5% in that time.

YAPSS Playlist – Collection: Charlie Munger:

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Charlie Munger: Investing in Semiconductor Industry 2023 | DJ 2023 【C:C.M 279】

[peerguy]

Charlie’s view of a good business is amazing. Never thought of it like he explained - we don’t like businesses that have to reinvest all their profits to stay alive.

[ElLotdog]

Charlie Munger is a delight! May he live to 150

[declanmcardle]

Surely investing in ASML - the company who makes the machines which makes the chips for the semi-conductor companies (AMD, Intel, TSMC, Samsung, NVidia, Broadcom etc.) is the way to go?

I can't think of a better moat example in this case.

[roywhiteo]

Its amazing that he is still working at almost a century old

[peerguy]

Charlie’s view of a good business is amazing. Never thought of it like he explained - we don’t like businesses that have to reinvest all their profits to stay alive.