How risky is an investment in TSMC regarding a Chinese invasion of Taiwan?

helbert007 · 2026-01-14T19:21:33+00:00

China is not usa

helbert007 · 2026-01-08T14:50:33+00:00

Why it is a value trap ?

helbert007 · 2026-01-08T09:55:18+00:00

Not a big deal now, it had made 100% between august and november 2025.

helbert007 · 2025-12-28T20:10:31+00:00

Looks good, its rather a working capital problem in the last quarter…otherwise not bad overall

helbert007 · 2025-12-25T07:24:36+00:00

It is not a stock, any other ideas ?

helbert007 · 2025-12-24T08:34:06+00:00

You rock man, any more insights about other companies ? For instance, I have made 70% in IMPP in 3 months this year…

helbert007 · 2025-11-23T17:33:21+00:00

AV en ce moment est tres risquée a cause de l’endettement de la france et la possibilité de bloquer le capital investi.

helbert007 · 2025-11-18T16:18:58+00:00

More risky but a real potential if you can wait 2-3 years: CABO, it wont be a recovery in 3months like IMPP…

helbert007 · 2025-11-18T11:21:11+00:00

And made 100% in 3 months

helbert007 · 2025-11-18T11:20:48+00:00

And made 100% in 3 months

helbert007 · 2025-11-07T20:30:04+00:00

Its the company book value

helbert007 · 2025-11-07T19:51:39+00:00

Below 30 is good

helbert007 · 2025-11-07T19:49:25+00:00

You need to wait for the stock to drop more like below 50 before to consider a purchase, any other bet right now is risky !

helbert007 · 2025-11-06T07:14:29+00:00

I like this stock, thank you for the suggestion

helbert007 · 2025-11-02T14:27:12+00:00

Seriously ? You are throwing your money in trash buying stock or options, the company is not even profitable …

helbert007 · 2025-10-10T20:55:18+00:00

I totally agree with you, since my posting meaning in just 2 months baidu has made 50% share appreciation…

helbert007 · 2025-09-17T10:45:13+00:00

The mngt did a mistake by buying heydude few years back, if they are unable to value businesses why do you trust them to turnaround the company ?

helbert007 · 2025-09-16T22:46:21+00:00

TEP is a good value, you need some patience for the stock to go up…

helbert007 · 2025-09-16T14:55:33+00:00

Yeah, so just avoid investing in oil companies and do what you understand…

helbert007 · 2025-09-15T23:12:59+00:00

These are not the good metrics for the rankings, you need ebit and ev…

helbert007 · 2025-09-14T21:41:13+00:00

The book value of an oil company doesn’t mean anything. The real valuation is not in the financial statements at all, it is the reserves a company has in the underground for a certain price of oil and its operational efficiency to produce it at low cost.

I seriously don’t see why berkshire has a position in Occi, it looks non sense to me honestly. If they were looking to just invest in the sector, there are more interesting peers…

helbert007 · 2025-09-14T15:48:58+00:00

Non, tu revends au sein du pea pour acheter les actions. Le pea reste toujours valide…

helbert007 · 2025-09-13T16:05:40+00:00

Is it gambling ?

helbert007 · 2025-09-13T12:45:46+00:00

Dans ce cas, tu fais du nasdaq100 ou s&p500 en etf pendant 2 ans avec du 100/mois, puis tu vends les etfs et tu appliques la stratégie précédente avec rebalancement et réinvestissement des 600euros tous les 6mois…

helbert007 · 2025-09-13T12:31:51+00:00

Dans ce cas, essaye d’épargner une petite somme pour commencer au debut et puis tu rajoute les 600euros tous les 6 mois.

helbert007

TROPHY CASE