Guru Portfolios Update: Buffett, Munger | Berkshire Buys Taiwan Semiconductor

The John Johnston Lounge · Nov 23, 2022 · 13m

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 Intro 00:17 Warren Buffett - Berkshire Hathaway 04:07 Taiwan Semiconductor (TSM) 10:46 Charlie Munger & Alibaba (BABA)- Daily Journal Corp. Related episodes: Are China…