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TSMC: The Most Important Company in the World?
June 15, 2025 | “Taiwan Semiconductor is one of the best-managed and most important companies in the world. And I think you’ll be able to say the same thing 5, 10, or 20 years from now.” This is what Buffett said about TSMC in his 2023 shareholder meeting. However, he added, “I don’t like its location.”
Nubank: Berkshire’s Bet on Latin America
June 8, 2025 | How often are Berkshire Hathaway and Cathie Wood invested in the same thing? Today, we’ll be telling the story of one such company: Nubank, going through its incredible growth, still promising prospects, and trying to reconcile what it means for the company’s valuation.
Amazon: Is It Prime Time for Investors?
June 1, 2025 | I know… Amazon is hardly an insider tip. But take a look at the stock chart, and you might be surprised to see that it’s gone nowhere over the last four years.
