Super Investors managing portfolios over $100 million have now filed their 13F Q3 2022 updates. In this episode I'm looking at the portfolio updates of both Warren Buffett and Charlie Munger. I look at the Berkshire Hathaway portfolio and Charlie Munger’s The Daily Journal portfolio. I give special attention to Taiwan Semiconductor (TSM), a new position in the Berkshire Hathaway portfolio during the quarter.
Timestamps:
00:00 Intro
00:17 Warren Buffett - Berkshire Hathaway
04:07 Taiwan Semiconductor (TSM)
10:46 Charlie Munger & Alibaba (BABA)- Daily Journal Corp.
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Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY?
https://youtu.be/qfrjfIEx1vw
Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
