$Taiwan Semiconductor Manufacturing(TSM)$ there could be several reasons that I think why Buffett sold this Gem in semiconductor industry.


1) relationship between US - China (risk of war)

2) vast expansion of the company in this inflationary environment.

3) protect the interest of Berkshire shareholders byreducing the risk of investing in TSM. 


this is purely my opinion that are not financial advice. Pls DODD before investing. 😉

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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  • Crafty88
    ·2023-02-19
    当商业决策基于政治而非金融基本面时,风险很大。此外,当所有人都开始专注于能力建设时,tsmc还能保持领先多久仍是个问号。
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  • Moolele
    ·2023-02-18
    Seldom see him buy sell so fast one leh
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  • Moolele
    ·2023-02-18
    和交易员巴菲特一起卖!
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  • Soleman
    ·2023-02-19
    :)
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  • Thonyaunn
    ·2023-02-18
    Gd
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  • Thonyaunn
    ·2023-02-18

    Gd

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  • Thonyaunn
    ·2023-02-18
    Gd
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  • AhGong
    ·2023-02-18
    k
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  • newtoUS
    ·2023-02-18
    ok
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  • whitesnake
    ·2023-02-18
    👍🏻
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  • NP_YT
    ·2023-02-18
    W
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  • JTBY
    ·2023-02-18
    Good
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  • slsong
    ·2023-02-18
    ok
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  • TTrade
    ·2023-02-18
    Oo
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  • 0QH
    ·2023-02-18
    k
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  • BabySim
    ·2023-02-18
    K
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  • diontanzx
    ·2023-02-18
    Ok
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  • deal2deal
    ·2023-02-18
    ok
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  • FatKid
    ·2023-02-18
    K
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  • 滚股怪
    ·2023-02-18
    wow
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