TIP508: Berkshire's Purchase of TSM & Meta "Doomsday" Analysis

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Investing, Education, Business

4.6 • 3.6K Ratings

🗓️ 27 December 2022

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

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. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Bluehost Fintool PrizePicks Vanta Onramp SimpleMining Fundrise TurboTax HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TI-P.
0:03.0	Hey everyone, welcome to the Investors Podcast.
0:06.0	I'm your host, Clay Fink. On today's episode,
0:09.0	I'll be covering some research I did on Berkshire Hathaway's most recent large purchase in Taiwan's semiconductor manufacturing,
0:16.0	Ticker TSM.
0:18.0	During this episode, I'll also be covering TSM's business model and competitive advantages.
0:23.0	The critical role semiconductors play in our overall economy,
0:27.0	potential risks investing in TSM,
0:30.0	as well as the geopolitical tensions between the US and China
0:33.0	with the US restricting China from benefiting from the global semiconductor market.
0:38.0	Then later in the episode, I talk about the key drivers in a stock's performance,
0:42.0	some highlights from Todd Comspeech at the Graham and Dodd annual breakfast,
0:47.0	and be sure to stick around until the end to hear Metastox,
0:50.0	Doomsday analysis, and why the company might be undervalued today.
0:55.0	With that, let's dive right into today's episode.
0:58.0	You are listening to the Investors Podcast,
1:04.0	where we study the financial markets and read the books
1:07.0	that influence self-made billionaires the most.
1:10.0	We keep you informed and prepared for the unexpected.
1:13.0	Now, Buffett recently made a purchase in Taiwan's semiconductor market,
1:19.0	and they're 13F quarterly filing that was released in mid-November.
1:25.0	They announced the purchase of 60 million shares for $4.1 billion,
	...

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