Taiwan Semiconductor Manufacturing Company ( TSM ) is one of my largest positions because I believe the company will play a crucial role in the world economy in the coming years. While the multiple wasMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than $10 billion, affords ample opportunities for growth. The ideal scenario is for these companies to ...