Mar Vista U.S. Quality Q4 2025 Portfolio Update [Seeking Alpha]
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm
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US:NYSE Investor Relations:
tsmc.com/english/investorrelations/index.htm
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Source: Seeking Alpha
During the quarter, we initiated new investments in Taiwan Semiconductor Manufacturing Company and Netflix. We exited our positions in Equifax, Roper Technologies and Magnum Ice Cream Company. peterschreiber.media/iStock via Getty Images The following segment was excerpted from the Mar Vista U.S. Quality Q4 2025 Commentary During the quarter, we initiated new investments in Taiwan Semiconductor Manufacturing Company TSM ) and Netflix, Inc. NFLX ). We This article was written by Quick Insights TSM's capital intensity and scale reinforce its moat by raising entry barriers and enabling sustained investment through cycles, supporting returns on invested capital well above its cost of capital. NFLX's recent pullback and $82.7B Warner Bros. Discovery bid offer a compelling risk-reward, as iconic IP and global scale position it for 15–20% intrinsic value compounding. EFX faced structural industry risk from FICO's direct sales, ROP's organic growth lagged peers with limited
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TSM
News
- Trump Team Nears Taiwan Trade Deal With More US Chip Investment [Yahoo! Finance Canada]Yahoo! Finance Canada
- Jim Cramer on Taiwan Semi: “It Should Be a Monster Quarter, But I Think Everyone Knows That” [Yahoo! Finance]Yahoo! Finance
- Trump Team Nears Taiwan Trade Deal With More US Chip Investment [Yahoo! Finance]Yahoo! Finance
- Move Over, AI Stocks: Wall Street Is Likely to Welcome a New Member to the Trillion-Dollar Club in 2026 [Yahoo! Finance]Yahoo! Finance
- Taiwan says it has reached 'broad consensus' with US on tariff talks [Yahoo! Finance]Yahoo! Finance
TSM
Earnings
- 10/17/25 - Beat
TSM
Sec Filings
- 1/9/26 - Form 6-K
- 1/6/26 - Form 6-K
- 12/23/25 - Form 6-K
- TSM's page on the SEC website