As part of our ongoing series, each week we typically conduct a DCF on one of the companies in our screens. This week, we’re analyzing a retail powerhouse that continues to quietly deliver exceptional results — Costco Wholesale Corporation (COST).| The Acquirer's Multiple®
Taiwan Semiconductor (TSM) remains a critical player in the global semiconductor industry, serving as the backbone for tech giants with its advanced chip manufacturing capabilities. The company’s strategic importance, coupled with its technological leadership, attracts a wide range of investors, from value-oriented funds to growth-focused managers. This analysis examines recent portfolio adjustments by prominent investors.| The Acquirer's Multiple®
“If investing was only about revenue minus costs equals profit, we’d all be Warren Buffett by now, right?” Yet here we are, looking at companies like Broadcom or Brookfield, scratching our heads. Sales are booming. Dividends keep flowing. But… EPS (earnings per share) is falling? What gives? Today, we dive into a crucial (and misunderstood) …| The Dividend Guy Blog