Andy Lin's Long-term Stock Investment Blog

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.

2024 Top 10 best-performance stocks of worldwide market, S&P 500, Nasdaq, and country ETF

I did some statistics on the best-performance of the S&P 500 Index, Nasdaq Index, and ETFs of various countries in 2024.

2024 global stock markets return by country

A table to list of annual returns of global stock markets in 2024. The accuracy of the number is not guaranteed.

AppLovin, a gaming platform advertiser, top 100 billion market value

In 2020, 49% of AppLovin’s revenue came from businesses using its software, and 51% came from consumers making in-app purchases.

TSMC Morris Chang’s controversial words and deeds

Taiwan government invested only NT$5.5 billion in TSMC, accounting for about 48% of the shares. This is why TSMC founder Morris Chang later said that the government only invested a small amount of money. Morris Chang’s remarks are typical of taking advantage of others.