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.

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TSMC: The Strong Moat Compounder

TSMC: The Strong Moat Compounder

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