Here’s What Sets Taiwan Semiconductor Manufacturing Company Limited (TSM) Apart from Competitors

Market Intelligence Analysis

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Why This Matters

Giverny Capital's investment portfolio, which includes Taiwan Semiconductor Manufacturing Company Limited (TSM), generated 6.78% returns in Q3 2025, outperforming the S&P 500, but trailing behind year-to-date.

Market Impact

Market impact analysis based on neutral sentiment with 68% confidence.

Sentiment
Neutral
AI Confidence
68%

Article Context

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Giverny Capital Asset Management, LLC, an investment management company, recently published its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The portfolio generated good results in the third quarter and returned 6.78% compared to 8.12% for the S&P 500. YTD, the fund returned 12.57% compared to 14.83% for the index. […]

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Original article published by Unknown on December 9, 2025.
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