EPISODE · Jun 25, 2025 · 41 MIN

TSMC: The Strong Moat Compounder

from Long Term Investing - With Baskin Wealth Management · host Barry Schwartz

In this episode, Barry and Ernest discuss their framework for evaluating disruption before discussing a new addition to the portfolio.0:00 – Introduction1:29 – Our thoughts on disruption risk3:35 – The Innovator’s Dilemma12:43 – Venture capital investing vs public market investing15:49 – Our new investment in TSMC29:51 – Valuation, risks, and looking forward for TSMC

NOW PLAYING

TSMC: The Strong Moat Compounder

0:00 41:43

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

FV 134 : Dédé l’Ardéchois (Part 1): local heritage and history of the railway

Jun 15, 2022 ·39m

FYW 245 : French slang expressions (4)

Jun 15, 2022 ·8m

FYW 244 : When is “ne” optional in French ?

May 25, 2022 ·20m

FYW 243 : When to capitalise a word in French ?

May 19, 2022 ·16m

FV 133 : (Part 2) The “vin de pomme” from Pays Basque

May 15, 2022 ·34m

FYW : Live workshops are back! May 2022

May 12, 2022 ·1m

Similar Podcasts

Turkish Culture and Language adventure Mehmet Ali informal guide to Turkish language and culture with friendly turkish host, Mehmet Ali can. MG Show MG Show The MG Show, hosted by Jeffrey Pedersen and Shannon Townsend, is a leading alternative media platform dedicated to uncovering the truth behind today’s most pressing political issues. Launched in 2019, the show has grown exponentially, offering unfiltered insights, comprehensive research, and real-time analysis. With a commitment to independent journalism and factual integrity, the MG Show empowers its audience with knowledge and encourages active participation in the political discourse. Photo Breakdown Scott Wyden Kivowitz Photo Breakdown is a podcast in which we explore the world of photography with a trusted guide, host Scott Wyden Kivowitz. His expertise and passion bring the industry to life as we explore the stories, trends, and ideas shaping it today. Join us as we dissect everything from incredible photographs and creative techniques to the latest gear releases and hot topics in the photography community.In each episode, we break down what’s happening behind the scenes - whether it’s making a powerful image, a candid discussion on industry trends, or a reflection on the tools and technology changing how we make photographs. You’ll get insights, expert opinions, and a fresh perspective on what’s top of mind for photographers right now.Anticipate short, engaging episodes brimming with ideas and inspiration. Be part of the conversation by sharing your thoughts, voice notes, and comments. Your participation is what makes our community vibrant and dynamic.It’s more than just photography - everyth The Last Outlaws Impact Studios at UTS In a History Lab season like no other, we're pulling on the threads of one of Australia's great misunderstood histories, moving beyond the myths to learn what the Aboriginal brothers Jimmy and Joe Governor faced in both life and death.Australia's budding Federation is the background setting to this remarkable story, that sees the Governor brothers tied to the inauguration of a 'new' nation and Australia's dark history of frontier violence, racial injustice and the global trade and defilement of Aboriginal ancestral remains. This Impact Studios production is a collaboration with the Governor family, UTS Faculty of Law and Jumbunna Institute for Indigenous Education and Research.The Last Outlaws teamKatherine Biber - UTS Law Professor and Chief InvestigatorAunty Loretta Parsley - Great-granddaughter of Jimmy Governor and the Governor Family Historian Leroy Parsons - Governor descendant, Narrator and Co-WriterKaitlyn Sawrey - Host, Writer and Senior ProducerFrank Lopez - Writer,

URL copied to clipboard!