Value Stock Geek on Google, Meta, Taiwan Semiconductor

The Contrarian Investor Podcast

This episode was recorded on Tuesday, May 16 and made available to premium subscribers that same day. To become a premium subscriber sign up on Supercast or Substack.

Value Stock Geek rejoins the podcast to discuss recent portfolio acquisitions Google (GOOG), Meta (META), and Taiwan Semiconductor (TSM), what's on his watch list, and where and when he could be looking to buy.

Content Highlights

• The case for Google stock (1:54);
• Artificial intelligence and how that is impacting Google's business (6:40);
• Meta and the Metaverse: investing in the legacy business plus Instagram (7:38);
• Taiwan Semiconductor: cyclical, yes, but a good bet for the long term (12:39);
• 'The Weird Portfolio' and how that works (16:07);
• The watchlist and two notable stocks worth watching right now: NVR (NVR) and Deere (DE) (20:39).
• Home Depot (HD), another watchlist stock, just reported earnings and lowered guidance due in part to consumers pulling back on big-ticket purchases (29:00).

More Information on the Guest

• Substack: SecurityAnalysis.org;
• Twitter: @ValueStockGeek;
• The Weird Portfolio is discussed in some detail on a previous podcast appearance.