A few holiday weekend thoughts on Berkshire's latest ins and outs...
$tsmc has more than doubled since Berkshire closed the position.
When Buffett started buying TSMC stock, I was so sure that he was going to keep adding to it and make it a pretty big position. I still remember doing a double-take when looking at the next quarter's 13F and seeing ~85% of it sold. 🤣
$tsmc has more than doubled since Berkshire closed the position.
When Buffett started buying TSMC stock, I was so sure that he was going to keep adding to it and make it a pretty big position. I still remember doing a double-take when looking at the next quarter's 13F and seeing ~85% of it sold. 🤣