My TSM Take: Wide-moat semiconductor company at a reasonable price $239/share x 2 = $478 The main risk to TSM, in my opinion, is the risk from China; the two nations have a tenuous relationship at best. Adding 2 shares of GOOGL $191/share x 2 + $382 Marlin Sandlin owns shares of Taiwan Semiconductor Manufacturing Company (TSM) and Alphabet Inc. (GOOGL). This website is created and authored by Marlin Sandlin and is published and provided for informational and entertainment purposes only and merely cites my own personal opinions. I am not a financial advisor, and this website is not intended to constitute investment advice or provide specific advice or recommendations for any individual or on any specific security or investment product. Any action you take upon the information you find on this website is strictly at your own risk. This website may share links to articles and information which is interesting to me, but it is in no way an endorsement by me or by anyone ass...
a This website is created and authored by Marlin Sandlin and is published and provided for informational and entertainment purposes only and merely cites my own personal opinions. I am not a financial advisor, and this website is not intended to constitute investment advice or provide specific advice or recommendations for any individual or on any specific security or investment product. Any action you take upon the information you find on this website is strictly at your own risk. This website may share links to articles and information which is interesting to me, but it is in no way an endorsement by me or by anyone associated with me. The views reflected in the commentary are subject to change at any time without notice. I may or may not hold investments in the companies or securities discussed on this website. This website is created and authored by Marlin Sandlin and is published and provided for informational and entertainment purposes on...
SIVB Financial crumbled due, in part, to its lending to startup companies. When the economy turned for the worse, these startup companies weren't making deposits as often as during the era of 0% interest. Bond prices dropped as the Fed tightened, and so SIVB had to sell its bond assets in order to maintain solvency. All this added up to a bank run at SIVB. A bank run happens when faith in the bank is lost, and clients withdraw their money at alarming rates. When a bank runs happens, the bank often needs a "bailout" of sorts (either from the government or other banks). The good news is depositors with under $250,000 in the bank should get their balance. Stockholders of SIVB, on the other hand, take losses. Investing is a risk, and investors assumed the risk of a bank run when they bought shares. The greatest risk right now is contagion. What this means is, the broad spectrum of depositors lose faith in the banking system to the extent that several banks experience bank ru...
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