AI frenzy has been there for more than 3 years, however, there are lots of hidden concerns beneath the AI frenzy.
Category: Company Management
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?
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.
How does Buffett manage Berkshire?
Buffett’s two managing principles for Berkshire