Taiwan, every mention
4 scenes (2025) · ← back to Taiwan
tap a year for its mentions
every year 2025 anyone Ted Seides 12Richard Lawrence 6Marko Papic 6Louis-Vincent Gave 6Jeremy Grantham 5James Aitken 5Ben Hunt 4Daniel Graña 3Tom Lenehan 2Michael Mauboussin 2
Verbatim, from the transcripts: the passages where Taiwan comes up
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 23:59 Alex Sacerdote We could possibly learn meeting with private companies, public companies, mega caps, chip companies in Taiwan, in the U S software companies, venture capitalists, you name it to put together the pieces and anticipate that we might not have…
Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
- ▶ 48:20 Sanjay Ayer So you take that, you layer on China, the emerging competition you're seeing there in Taiwan and China,
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- ▶ 52:04 Herb Wagner The significant geopolitical risk in Japan, what every market, they think about China, Taiwan, there's a lot of geopolitical risk. 2 times in the scene
Adrian Meli – Active Equity Excellence at Eagle (EP.459)
- ▶ 29:58 Adrian Meli We think the base rate of getting that right is lower for us.