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Does anyone else find it bewildering that a conservative investor like Warren Buffet makes a bet like this? I mean, if China invades, it's gone. This kind of un
by warinukraine 4y ago
Does anyone else find it bewildering that a conservative investor like Warren Buffet makes a bet like this? I mean, if China invades, it's gone. This kind of uncertainty is the type of thing he always warns against.
- danielmarkbruce 4y agoIt's $4 billion. Berkshire is $700 billion market cap. And, while he runs Berkshire conservatively overall, some individual bets he makes are very risky. He risks billions betting on the weather.
- bombcar 4y agoHe's also a trillion years old and 40% of what he owns is already APPL anyway. Only VANGUARD owns more of Apple than he does.
- newaccount2021 4y ago
- hnthrowaway0328 4y agoI think Buffet moves in high end financial and political circles so he probably sees what we don't see. Actually, what I'm thinking is, if China does invade Taiwan, China will make double sure that it does not spur the financial interest group too much, so it will almost surely guarantee the safety of the investment.
- heisenbit 4y agoMaybe the analysis shows that TMSC has - to the degree possible in tech - a moat? The EUV tech is not easy to scale up so whoever is ruling the field right now has a decent chance to outdistance rivals for quite some time.
- drexlspivey 4y agoGoing by the numbers, TSM is trading at <15 Trailing P/E with a 47% YoY growth. It's a very good buy if you discount the invasion risk. Seems like Buffet sees the implied risk as overblown.