Two questions Buffett asks CEO: “Which company would you most like to short?”, “If you had to buy a competitor’s stock with all your money and hold it for 10 years, which company would you choose and why?”
Category: CEO
TSMC CEO appalling remarks on Chinese robots, inferiority to nVidia Huang, What about Taiwan’s robotics?
In the speech at Asia University’s 25th anniversary celebration, TSMC CEO appalling remarks on Chinese robots: Chinese robots jumping around are “useless, just for show,”
The role Morris Chang play during TSMC establishment?
On February 1, 1987, he organized the TSMC, a joint venture between Philips of the Netherlands and ITRI, and served as Chairman and President (CEO). According to Morris Chang, when he was developing the foundry model, he invited Intel to become a shareholder, but Intel always insisted on IDM and was not taken seriously.
A must-read for Nvidia investors＂The Thinking Machine＂
＂The Thinking Machine＂ is about the founding history of Nvidia, Jensen Huang personal biography, and how Nvidia evolved and grew into the world’s most important chip manufacturer. The author actually interviewed hundreds of people who were directly related to the founding of Nvidia or Huang Renxun at the time, and all of them are first-hand interview records. If you are an investor in Nvidia stocks, it is recommended that you take the time to read this book.
How Buffett decide on CEOs?
In Buffett’s 2024 Berkshire Hathaway shareholder letter, I will now quote directly (in italics) some of the considerations he personally believes are important how buffett decide on CEOs?
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?
The reasons behind Broadcom share price consistantly outperformance
“99% of all internet traffic crosses through some type of Broadcom technology”, Broadcom said. The reason behind the long-term continued outperformance of Broadcom share price is that I vote for Broadcom CEO Hock E. Tan.
A series of Intel decisions led to where it is today
In Intel’s sixty years, the company has only had eight CEOs. But there are only two kinds of these eight: extremely good and terrible. The performance of these two types of Intel CEOs can be said to be very different: Intel decisions during their respective tenures resulted in the current miserable state of Intel we see.
Gelsinger faces a impossible mission, time is running out
Gelsinger must understand that time is running out for him.
Mong-Song Liang, the hero of SMIC’s breakthrough in US blockade
Almost all Taiwan’s media circles label Mong-Song Liang a traitor, which I really disagree with. History will give Mong-Song Liang a fair justice. He is the biggest contributor of Samsung’s 14nm, SMIC’s 20nm, 14nm, 7nm, 5nm and beyond