Contrarian investor 📈 On here to discuss about stocks that Wall Street ignores. 🐂 Master's in Finance. Not financial advice. Do your own due diligence.
Jul 13 • 13 tweets • 4 min read
$TSM Taiwan Semiconductor Manufacturing Company: the overlooked giant playing in a league of its own.
TSMC is the world’s largest and most advanced pure-play semiconductor foundry, commanding a dominant position in the global semiconductor industry.
(Thread)
Dominant Market Position:
TSMC holds a commanding 67% market share in the global semiconductor foundry market as of Q4 2024. Its dominance is particularly pronounced in advanced process nodes (7nm, 5nm, 3nm, and the upcoming 2nm), where it controls over 90% (!) of the market.
Jun 19 • 8 tweets • 4 min read
Google (Alphabet): the 'dying' business printing money.
$GOOGL just became the company with the most net income ($111B) over the last twelve months surpassing $MSFT and $AAPL.
Let's take a deeper dive into the business and its valuation.
Netflix vs YouTube
For the full year 2024 Netflix hit $39B. At that time $NFLX traded around 7x Sales.
For the full year 2024 YT hit $36B. At a 7x Price to Sales ratio we're talking about a $252B business on its own. But: YouTube is having more US TV time market share.
