In developing countries, high growth country, many profitable, large-scale, and monopolistic companies are state-owned or even unlisted companies. If companies that benefit from economic growth are not listed on the market and shared with the majority of shareholders, it will be difficult for the stock market to reflect the fruits of the country’s economic growth.
Author: Andy Lin
IBM decision-making mistakes in the past 4 decads led to today’s outcome
IBM has made major and irreparable mistakes in decision-making on many major issues; it can be said that IBM decision-making mistakes caused today’s predicament.
Humanoid Robots current status and vendors
Humanoid robots will usher in explosive maturity in the next five to ten years. It is estimated that by 2035, it will create an output value of nearly US$26 billion.
The crowd tend to lose their judgment and get lost
People get lost in market: Seeing is believing NOT exist in market, Markets are not rational, Academic hypothesis not refect the fact.
S&P 500 bull return in a row, what will happen next, based on past century data
In the past 100 years, there have been two times S&P 500 bull return in a row, more than 20% annual return rate. The results were both tragic, causing the U.S. stock market to perform poorly for many years.
Irrational Exuberance Indicator
The Irrational Exuberance Indicator Greenspan is referring to is to measure the irrational valuation of the stock market by comparing the “difference” between stock yields (the inverse of the price-to-earnings ratio) and bond yields.
Why is TSMC valuation much lower than US peers?
When large-scale investment institutions in the United States consider the TSMC valuation, they use the perspective and starting point of the United States to compare TSMC with its local semiconductor peers in the United States
The larger the portfolio, the lower the return on investment will possibly be over decads
If you have a good memory, investors, have you ever thought about this: Why are most of the so-called investment celebrities who were once so glorious, had amazing return on investment, and were all over major print and electronic media, disappearing later? The reasons are here.
TSMC is becoming the lord of semiconductor packaging, in addition to foundry
TSMC’s semiconductor packaging-related financial revenue indicators at the third quarter of 2024 are as follows: In the second quarter of 2024, packaging business-related revenue reached US$2.4 billion. In the third quarter of 2024, revenue related to the packaging business reached US$3.2 billion, a quarterly increase of 36%. CoWoS packaging production capacity will double in 2024.
VeriSign, one of Buffett’s few long-term tech holding, performance is not that good
VeriSign first became famous in the late 1990s, when the Internet was booming. Its stock price more than doubled in the year it went public, and soared nearly 12 times in 1999.