TSMC: The Strong Moat Compounder
About this episode
In this episode, Barry and Ernest discuss their framework for evaluating disruption before discussing a new addition to the portfolio.
0:00 – Introduction
1:29 – Our thoughts on disruption risk
3:35 – The Innovator’s Dilemma
12:43 – Venture capital investing vs public market investing
15:49 – Our new investment in TSMC
29:51 – Valuation, risks, and looking forward for TSMC
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