May 16 • 39M
Value Stock Geek on Google, Meta, Taiwan Semiconductor
Also AI and what's on his watch list...
Each guest has a contrarian take on a current narrative in global financial markets. The guest is questioned and challenged on this thesis and asked to supply investments ie stocks and funds that may benefit -- with the understanding that this is not investment advice.
Therejoins the podcast to discuss recent portfolio acquisitions Google (GOOG 0.00) , Meta (META 0.00), and Taiwan Semiconductor Manufacturing (TSM 0.00), what's on his watch list, and where he could be looking to buy.
This is the full recording of the podcast, recording today, May 16, and made available to premium subscribers exclusively -- and without ads or announcements.
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