The
rejoins 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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