“Google, Reddit, Amazon, TSMC – Are our Biggest Winners Still a Buy Now?”
TSMC is a high-quality company with strong fundamentals and a competitive moat, but investment is tempered by geopolitical risks and industry volatility.
So if we start with TSMC, Taiwan Semiconductor, that's a company you pitched in May of last year, and it's been a double. Yeah. At first glance, it is a bummer. I got to say that that we didn't invest in.
It's actually just an oversight on our part because I did recommend adding a position in TSMC at the end of the episode and technically you agreed but apparently we just forgot about it which might be because your agreement also came with a 4-minute monologue of the risks which might be again why we didn't end up following up on it.