TSMC: Buy The Backbone Of The Semiconductor Industry (TSM)

Group 1 - TSMC has recently released its Q3 earnings, highlighting its significance in the semiconductor industry [1] - The analysis focuses on identifying undervalued companies with strong fundamentals and cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - The article emphasizes a long-term value investing approach while acknowledging the potential for deal arbitrage in certain situations [1] Group 2 - The author expresses a preference for companies that are well understood, avoiding high-tech and certain consumer goods sectors [1] - There is a clear skepticism towards investments in cryptocurrencies, indicating a focus on traditional investment avenues [1] - The aim is to connect with like-minded investors through Seeking Alpha, fostering a community focused on informed decision-making and superior returns [1]