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Value Stock Geek on Google, Meta, Taiwan Semiconductor
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Value Stock Geek on Google, Meta, Taiwan Semiconductor

Also AI and what's on his watch list...

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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Guest Feature
Each guest has a contrarian take on a current narrative in global financial markets. The guest is questioned and challenged on this thesis and asked to supply investments ie stocks and funds that may benefit -- with the understanding that this is not investment advice.