SG Talk

Hahaha...it is obvious who will be right.
If in doubt ..refer to FTX.

Anyway Buffett uses a ultra long term strategy for cyclical business super imposed on a secular uptrend. Refer to Monash Pabri video on Micron and how to invest in semiconductor.

Temasek wants fast money.

Sell Low buy high?

(16-11-2022, 10:30 AM)forum456 Wrote: [ -> ]https://www.scmp.com/business/markets/ar...e-good-sec

chipmakers sure okay one.................world will always need chips.............even if stock price go down, still got dividends to collect mah.........

so called 'elite' and very 'smart' in managing money.... hmmm hmmm hmmm..

Better cut loss and run. If TSMC is sold away, the valuation will not be great. New companies had already jumped into the pictures for chips.

Even if its products performance is better, contracts will not be given. As for those hard core products, they will shift the manufacturing/ re-shoring to the US first.

(16-11-2022, 10:30 AM)forum456 Wrote: [ -> ]https://www.scmp.com/business/markets/ar...e-good-sec

So, sgbuffet is a genus?

Temasek logic is after watching the stock fall for 1yr something must be wrong time to run.

Buffett logic is when price drop below intrinsic value its time to buy.

So which strategy will be right?

(16-11-2022, 10:53 AM)Blasterlord2 Wrote: [ -> ]Temasek wants fast money.

In that case Temasek should deploy its executives to MBS and RWS.  No different than what they are doing nao

(16-11-2022, 12:26 PM)sgbuffett Wrote: [ -> ]Temasek logic is after watching the stock fall for 1yr something must be wrong time to run.

Buffett logic is when price drop below intrinsic value its time to buy.

So which strategy will be right?

Looks like a huge loss, too late to cut loss, whose money? Not theirs?

TSMC price just went up from 60 to 80

Temasek screw up again

(16-11-2022, 12:28 PM)p1acebo Wrote: [ -> ]In that case Temasek should deploy its executives to MBS and RWS.  No different than what they are doing nao

Maybe they're already doing that now