moonbop
10-16 21:51

$Taiwan Semiconductor Manufacturing(TSM)$  I think $432 is the price at a forward P/E of 20. For me, 415 is a bit below the okay-to-buy level, so I picked up some shares again. Around 400 could be better, and honestly, the cheaper the better. Time is the only advantage I have. I wish I could share my take on the Q3 earnings call, but I can't really put it together well enough. One thing is clear though — like always, "let TSMC do its work."

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