TxChris
2023-02-18
$Taiwan Semiconductor Manufacturing(TSM)$ there could be several reasons that I think why Buffett sold this Gem in semiconductor industry.


1) relationship between US - China (risk of war)

2) vast expansion of the company in this inflationary environment.

3) protect the interest of Berkshire shareholders byreducing the risk of investing in TSM. 


this is purely my opinion that are not financial advice. Pls DODD before investing. 😉

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Comments

  • Crafty88
    2023-02-19
    Crafty88
    當商業決策基於政治而非金融基本面時,風險很大。此外,當所有人都開始專注於能力建設時,tsmc還能保持領先多久仍是個問號。
  • Moolele
    2023-02-18
    Moolele
    我很少看到他这么快地买卖一个列城
  • Moolele
    2023-02-18
    Moolele
    和交易员巴菲特一起卖!
  • Soleman
    2023-02-19
    Soleman
    :)
  • Thonyaunn
    2023-02-18
    Thonyaunn
    Gd
  • Thonyaunn
    2023-02-18
    Thonyaunn

    Gd

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