Monday, February 26, 2024

The Feature Blog Of The Day: TSM -- February 26, 2024

Locator: 46912TECH. 

Link here

Wow, that was fast. Here in the US, we would still be "doing" the environmental impact statement and deferring to indigenous sovereign nations on whether we can go forward. Some hyperbole but not much.

A reminder: 

  • Warren Buffett famously sold TSM because it was located in Taiwan;
  • then Buffett famously invested a huge amount of money in five Japanese companies
  • a bit of irony there

See this post. This post is simply one of the best analyses done on the Buffett-TSM story. A must-read.

Today:

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Josh's Pick

McDonald's.

It's in my "bucket list."  Pays 2.24%.

The technicals are incredible. May have to come back to this later.

One thing he didn't mention: Uber. People have no problem paying a premium for home delivery. 

This should get everyone's attention:

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