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
- 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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