Daily Journal Annual Meeting 2023 — Munger Q&A
“Did the sale of BYD and Taiwan Semi shares have anything to do with the relations between the United States and China?”
5 mentions across the corpus · positive 3 · negative 0 · neutral 2 · historical 0
Daily Journal Annual Meeting 2023 — Munger Q&A
“Did the sale of BYD and Taiwan Semi shares have anything to do with the relations between the United States and China?”
Daily Journal Annual Meeting 2023 — Munger Q&A
“like Taiwan Semiconductor is, that may be a good buy at these prices... Taiwan Semiconductor is the strongest semiconductor company on earth”
Morning Session - 2023 Meeting
“Berkshire bought a substantial position in Taiwan semiconductor, and contrary to its normal holding timeline, sold almost the entire position within a few short months.”
Morning Session - 2023 Meeting
“Taiwan Semiconductor is one of the best managed companies and important companies in the world.”
Buffett: More banks may fail but U.S. depositors will be OK | April 12, 2023
“Taiwan Semiconductor is a stock that showed up in Berkshire's holdings in a big way...i think Taiwan Semiconductor is one of the best well it's the best in that field”