Weekly Notes #5
Price vs Value, Thoughts on the current Market, Expedia and much more
Stocks in this episode: Taiwan Semiconductor (TSM), Expedia (EXPE), CrowdStrike (CRWD) and Sentinel One (S)
Difference between price and value
Price is what you pay, value is what you get. Checking the price chart of Taiwan Semiconductor over the last 5 years, Taiwan Semi looks relatively expensive, especially compared to the 2019 and 2020 levels.
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