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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: longtimebrk ⎊  😊 😞
Number: of 15062 
Subject: OT - on TSMC Sale
Date: 05/26/2023 6:52 PM
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No. of Recommendations: 5
https://www.washingtonpost.com/opinions/2023/05/24...

' If you pay attention to what Warren Buffett thinks, you're probably doing it for investment advice, not geopolitical predictions. But there's something more than a little unnerving about the 'Oracle of Omaha' selling his conglomerate's remaining shares in the world's largest chipmaker, Taiwan Semiconductor Manufacturing Co. (TSMC), because he isn't confident that Taiwan is a safe place to do business anymore.'

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Author: Blackswanny   😊 😞
Number: of 15062 
Subject: Re: OT - on TSMC Sale
Date: 05/26/2023 7:03 PM
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No. of Recommendations: 3
It's a fascinating dynamic between Buffett and Munger on China.

Ive noticed that Li Lu has become more US centric with his portfolio too over the last few years, which of course is Mungers money!

However what's more interesting is that he favours the US too and exited BABA on the run up before Munger purchased his on the way down the other side 😂.
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