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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: nola622 🐝  😊 😞
Number: of 15070 
Subject: Buffett on TSM sale
Date: 04/11/2023 12:20 PM
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https://www.reuters.com/technology/buffett-says-ge...
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Author: weatherman   😊 😞
Number: of 15070 
Subject: Re: Buffett on TSM sale
Date: 04/11/2023 4:10 PM
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while he realizes china exists, munger says 'so what?'.
a bit earlier, munger suspected foundries of being capital intensive.
this semicon foray has obviously been insight money cant buy.

https://www.reuters.com/business/finance/charlie-m...

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