Taiwan, a small island nation located off the southeastern coast of China, today produces chips equaling a mindblowing ~40% of the world’s new computing power each year. Without the rapid advancement of Taiwanese chip production over the past three decades,

$TSM has grown its revenue and EBIT 100x since its 1994 IPO:

The cost of chip designs has risen at an incredibly rapid pace. From the 28nm design in 2011 to 3nm in 2022, the cost of designing a chip increased by 12x – benefiting design tool and IP giants such as $SNPS, $CDNS, and $ARM.

"You never actually own a Patek Philippe, you merely look after it for the next generation." The value of Patek Philippe’s iconic Nautilus 3700 has appreciated >1,500% since 2003, outpacing S&P 500 by a wide margin.

$GOOGL Revenue Breakdown

Yesterday, $NVDA fell by ~10%, erasing around $280 billion from its market cap, making it the largest one-day drop in history. Here's what that $280 billion could get you: → Nestlé ($280B market cap) → 2x Lockheed Martin ($135B) → 3x Shopify ($92B) → 4x Palantir ($68B) →

Are you familiar with Barry Callebaut? $BARN.SW is the world's leading manufacturer of high-quality chocolate and cocoa products. Headquartered in Zurich, Switzerland, the company operates 66 production facilities worldwide and employs more than 13,000 people. The company serves

Today, we're excited to launch a new content series featuring in-depth interviews with leading voices in finance. To kick things off, we had the privilege of sitting down with Pontus Dackmo, co-founder, CEO, and Investment Manager of Protean Funds Scandinavia. In our

$TSM's market dominance visualized: