It’s interesting that Buffett sold down 86% of his stake in TSMC over the last qt. Could this have spooked the sector?
It certainly goes against his if you aren’t prepared to hold for 10 years, don’t hold for 10 minutes principles.
On the flip side, imagine if he put some of his proceeds into Skywater!!
Dare to dream I suppose.
It’s interesting that Buffett sold down 86% of his stake in TSMC...
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