TSMC And The Invasion Illusion (Rating Upgrade)

Group 1 - The thesis posits that TSMC and related markets are relatively safe from the risk of a Chinese invasion of Taiwan [1] - Oliver Rodzianko is identified as an investor and capital allocator with a focus on high-alpha portfolio strategies [1] - The Invictus Hydra portfolio managed by Oliver Rodzianko significantly outperforms the Nasdaq-100 while maintaining around 20% in cash reserves for market dislocations [1] Group 2 - Oliver Rodzianko conducts in-depth research for Social Capital, a venture capital firm founded by Chamath Palihapitiya in 2011 [1] - His research has reached millions of readers across various platforms including Seeking Alpha, TipRanks, and GuruFocus [1]