Since my last coverage in June Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM ) stock has jumped by almost 40%, well outpacing the market as the investors have recognized its leadership in the 3nm, 5nm, andHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business sch ...

公司股价表现 - 自6月以来，台积电股价已上涨近40%，远超市场表现[1] 公司技术优势 - 公司在3纳米、5纳米等先进制程技术领域处于领导地位[1] 投资策略框架 - 投资策略聚焦于识别高潜力赢家，关注不对称机会（上行潜力至少是下行风险的2-3倍）[1] - 通过利用市场无效性和逆向洞察，旨在最大化长期复利[1] - 投资方法论包括领导力与管理层分析、市场颠覆与竞争定位、财务健康与风险管理、估值与不对称风险回报、投资组合构建与风险控制[1]