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Showing posts from July, 2025

Starting TSM Position and Adding to GOOGL

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...