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TSMC: Still A Long-Term Buy Given Its Technological Leadership And AI Growth Story
TSMCTSMC(US:TSM) Seeking Alphaยท2024-10-06 08:43

Core Viewpoint - The article discusses the perspective of an undergraduate student who is passionate about Equity Research and emphasizes the importance of identifying growth businesses at reasonable prices or those trading at significant discounts relative to their fair value [1]. Group 1: Investment Philosophy - The student identifies inspiration from legendary investors such as Warren Buffett and Peter Lynch, focusing on Value Investing strategies [1]. Group 2: Investment Positions - The student has disclosed a beneficial long position in shares of TSM, AMD, and AVGO, indicating a personal investment strategy that aligns with their research interests [1].