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TIVP024: TSMC (TSM): The Most Important Business in the World? w/ Daniel Mahncke & Shawn O’Malley
01:31:59
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2025/6/15
Millennial Investing - The Investor’s Podcast Network
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Intro
How did TSMC evolve from a government-backed project?
Where does TSMC’s dominance come from?
What moat protects TSMC’s business?
What does the competitive landscape look like for TSMC?
Where is TSMC’s future growth coming from?
How is geopolitical risk impacting TSMC?
Is TSMC attractively valued at its current levels?
Will Shawn & Daniel add TSMC to The Intrinsic Value Portfolio?
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