This article is about a good financial book called “Same As Ever”, written by the author of “The Psychology of Money”.
Author: Andy Lin
TSMC risks and disadvantages in Taiwan
In the past, when TSMC was smaller, the operational risks and disadvantages faced by TSMC were not strictly examined. But as chips become more and more important, when “165 billions investment, TSMC moat and competitiveness is fragile”, the operational risks and disadvantages faced by TSMC have been fully exposed.
The famous Chinese founder and CEO of semiconductor companies
A large proportion of Chinese descent in world top chip companies, But you may have discovered the proportion of leaders of global semiconductor companies from mainland China is very low. Why?
How does Booking, the lord of travel e-commerce, make money? Future Prospect Analysis
Booking.com is the only one listed as a “gatekeeper” in the travel and hotel booking market.
Investment vs speculation
Jesse. Livermore’s opinion on investment vs speculation is really to the point: speculators want possibilities, while investors want value.
How is SMIC after US embargo?
SMIC after US embargo, forced to use DVU, SMIC adopted the N+2 process and was able to produce advanced AI chips for China withou EUV. The yield rate of Ascend 910C made by SMIC has increased from 20% a year ago to 40% that can make money.
Key points from Munger Daily Journal’s 10 years of shareholder meetings
I spent some time reading through all the transcripts of the Q&A of Munger Daily Journal (ticker: DJCO)’s sessions at shareholder meetings during his 10 years (2014-2023) . Summarized my personal thoughts and ideas in the article you are reading now.
The value of Palantir, pros and cons of Palantir investment
Palantir’s reliable revenue, it has long relied on bids from the U.S. government and a handful of Western allies that are very close to the United States. Palantir’s top management certainly knew the urgency of this issue, so they began to use their own advantages to establish relationships with business partners, hoping to change the single nature of the company’s business and expand the company’s products to customers outside the government, or to Application scenarios other than military and national security.
165 billions investment proved TSMC moat and competitiveness is fragile
Anyone who believes TSMC moat or competitiveness is a day dreamer. Once US takes action, investors will know whether TSMC has a wide enough corporate moat or competitiveness.
In the crowd, it’s impossible to think independently or keep sane
The crowd, groups of people, when clustered together, have a collective unconsciousness