Taiwan’s semiconductor industry accounts for 15% of Taiwan’s GDP. Taiwan produces more than 60% of the world’s semiconductors and more than 90% of the most advanced semiconductors. Semiconductors are the largest sub-category of the Taiwan stock market, accounting for 27.02%.
2025 Berkshire Shareholder Meeting transcript and video
Video and transcript of the 2025 Berkshire Shareholder Meeting
TransMedics, an expert in organ transplant care systems
TransMedics has a near-monopoly in a largely untapped market and is making strides to fully capture this opportunity.
The Fourth Anniversary Review: Top 20 read articles in Andy Lin’s blog
Today is the fourth anniversary of my blog. The following are the statistics of article views on my Chinese and English versions of my blog over the past year and the past four years.
How is Y Combinator different from other venture capital firms?
The biggest difference from traditional venture capital firms is that Y Combinator is more like an “incubator” for new startup teams and a “training camp” aimed at nurturing startups; they not only provide startups with a certain amount of seed funds will be provided to them
Buffett’s most important original book “Tap Dancing to Work”
I personally rate “Tap Dancing to Work” very highly, because there are many contents in the book that can fully explain and make people understand why Buffett’s many investment views come and go.
Don’t lose set you to be a millionaire at least
Don’t lose money when investing. With the accumulation of compound interest over time, it is impossible not to become a millionaire.
Why China monopolize rare earths supply? Top rare earths companies
International Energy Agency shows that China accounts for 61% of global rare earth mineral production, but controls 92% of global production at the processing stage. According to a 2025 report by the United States Geological Survey, the United States will rely on China for 70% of its rare earth compound and metal imports between 2020 and 2023.
Permanent capital loss is the biggest risk investors must face
Howard Marks: “I don’t think most investors worry about volatility. In fact, I’ve never heard anyone say, ‘The expected return isn’t high enough to withstand all the volatility.’ They worry about It’s the possibility of permanent capital loss.”
Keynes’ investment principles and achievements
To help you understand Keynes, I suggest readers first read my post four years ago, “John Maynard Keynes, Investment master“ The only academic investment master The following are some of Keynes’ special achievements in investing: Related Works by Keynes There are some books related to Keynes’ investment in the market, which are listed below for … Continue reading “Keynes’ investment principles and achievements”