In this episode, Barry and Ernest discuss their framework for evaluating disruption before discussing a new addition to the portfolio.0:00 – Introduction1:29 – Our thoughts on disruption risk3:35 – The Innovator’s Dilemma12:43 – Venture capital investing vs public market investing15:49 – Our new investment in TSMC29:51 – Valuation, risks, and looking forward for TSMC

In this episode, Barry and Ernest discuss their framework for evaluating disruption before discussing a new addition to the portfolio. 0:00 – Introduction 1:29 – Our thoughts on disruption risk 3:35 – The Innovator’s Dilemma 12:43 – Venture capital investing vs public market investing 15:49 – Our new investment in TSMC 29:51 – Valuation, risks, and looking forward for TSMC

TSMC: The Strong Moat Compounder

Welcome to the refreshing podcast that focuses exclusively on Long-Term Investing and how to grow your wealth. This podcast features in-depth discussions on quality businesses, great capital allocators and compounders. Show hosts, Barry Schwartz and Ernest Wong, are industry professionals with years of experience and each week they will bring you an exciting conversation that filters out the noise and gets to the heart of what really matters for Long-Term Investors.

Share TSMC: The Strong Moat Compounder

Sign up to save your podcasts

TSMC: The Strong Moat Compounder

TSMC: The Strong Moat Compounder

More shows like Long Term Investing - With Baskin Wealth Management

Build Wealth Canada Podcast

We Study Billionaires - The Investor’s Podcast Network

The Dividend Guy Blog Podcast

Chit Chat Stocks

The Acquirers Podcast

The Intrinsic Value Podcast - The Investor’s Podcast Network

Yet Another Value Podcast

The Canadian Investor

The Loonie Hour

Market Call

The Canadian Real Estate Investor

Moose on The Loose

Angry Mortgage

TLDR

In the Money with Amber Kanwar