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TSMC

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Aug 14, 2017 by Richard Lawrence · said 12 times in 6 episodes since 2017 · across every show →

Mentions by year

brought up most by Richard Lawrence (5), Mike Trigg (2), Howard Smith (2), Ted Seides (1), Sanjay Ayer (1), Daniel Graña (1)

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2024 1 mention in 1 episode
2022 3 mentions in 2 episodes 2 per episode
2021 1 mention in 1 episode
2020 2 mentions in 1 episode
2017 5 mentions in 1 episode

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Everything said about TSMC, oldest first

Aug 14, 2017 bullish
Opinion
TSMC was the gold standard for corporate pricing power in Asia
“When we knew something like TSMC, TSMC was gold standard for pricing power.”
Richard Lawrence Aug 14, 2017 ▶ 37:40 Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
Aug 14, 2017 positive
Disclosure
Overlook Group has held its position in TSMC for roughly 17 years
“We've owned TSMC now for over seven, well, probably 17 years.”
Richard Lawrence Aug 14, 2017 ▶ 24:22 Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
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