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Podcast: The John Johnston Lounge
Episode: Guru Portfolios Update: Buffett, Munger | Berkshire Buys Taiwan Semiconductor
Description: Super Investors managing portfolios over $100 million have now filed their 13F Q3 2022 updates. In this episode I'm looking at the portfolio updates of both Warren Buffett and Charlie Munger. I look at the Berkshire Hathaway portfolio and Charlie Munger’s The Daily Journal portfolio. I give special attention to Taiwan Semiconductor (TSM), a new position in the Berkshire Hathaway portfolio during the quarter.Timestamps:00:00 Intro00:17 Warren Buffett - Berkshire Hathaway04:07 Taiwan Semiconductor (TSM)10:46 Charlie Munger & Alibaba (BABA)- Daily Journal Corp.Related episodes:Are China Stocks UNINVESTABLE or HISTORIC VALUE OP...