TSM
Taiwan Semiconductor Manufacturing Company
Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.
- Times pitched
- 2
- Long / short
- 2 / 0
- Avg. return
- +369.2%
- Verdicts
- Worked 1 Inconclusive 1
position
Fall 2025
Gavin Baker, Atreides Management
long
+369.2%
worked
Newsletter
Taiwan Semiconductor is a crucial supplier for leading technology companies, including Nvidia and Apple, and trades at a lower multiple than its customers. The geopolitical risks associated with the s
position
Fall 2024
Pine Stone Asset Management
long
inconclusive
Newsletter
Taiwan Semiconductor has evolved from a good business to an incredible company over time, similar to Novo Nordisk. The company is a leader in semiconductor manufacturing, which positions it well for f