TSM Reddit Mentions | ChartExchange

18 Company write-ups worth a look, all from within the last week.

Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com](https://gilescapital.substack.com)
# Americas
**Long-term Investing** on [**Alphabet**](https://sanj2f3.substack.com/p/alphabet-googl-b95) (🇺🇸 GOOGL US - US$4.2tn) Whether AI disrupts search queries or not is subject to interpretation. What's clear: queries just hit an all-time high. Revenue up 24%, cloud up 82%. P/E at seventeen times.
**GHGInvest** on [**Berkshire Hathaway**](https://ghginvest.substack.com/p/why-berkshire-hathaways-45-billion) (🇺🇸 BRK.B US - US$1.1tn) Not a story about its largest holdings. At thirteen times trailing earnings, a cash pile exceeding $300 billion sits against a $1.1 trillion market cap. Greg Abel's first full year.
**Stock Opine** on [**Booking Holdings**](https://www.stockopine.com/p/booking-holdings-q226-resilient-execution) (🇺🇸 BKNG US - US$150bn) All the anxiety surrounding LLM-driven search disruption has overlooked Booking's loyalty programme: more than half of all room nights booked. Net income up 118%; 27% margins last quarter.
**Rijnberk InvestInsights** on [**Uber Technologies**](https://rijnberkinvestinsights.substack.com/p/uber-a-terrific-business-but-a-terrible) (🇺🇸 UBER US - US$145bn) TOP PICK The market is pricing robotaxi disruption the operating data do not support. Two hundred and eight million monthly consumers; trips up 18%. Down 21% over twelve months.
**The Finance Corner** on [**Nike**](https://thefinancecorner.substack.com/p/nike-down-75-insiders-are-buying) (🇺🇸 NKE US - US$62bn) Nike optimised for scale and ceded shelf space to Hoka and On. Down 75% from peak; insiders now buying. The reversal is underway; revenue is still flat.
**P14 Capital** on [**Owlet**](https://p14capital.substack.com/p/quick-pitch-owlt-owlet-inc) (🇺🇸 OWLT US - US$159m) Revenue approaching $130 million and growing 30%, at a $159 million market cap. The pivot to health subscriptions is complete; approaching breakeven. The case grows stronger each quarter.
# Europe, Middle East & Africa
**Hated Moats** on [**Novo Nordisk**](https://hatedmoats.substack.com/p/novo-nordisk-q2-2026-review-better) (🇩🇰 NVO US - US$200bn) Down 42% over twelve months. Revenue falls as US GLP-1 prices reset in 2026. At eleven times trailing earnings, permanent impairment is the only thesis that justifies this price.
**The Oak Bloke** on [**Harbour Energy**](https://theoakbloke.substack.com/p/hbr-speed-is-being-exceeded) (🇬🇧 HBR LN - £4.1bn) Current valuation makes no sense unless the windfall tax is permanent. Strip it out: $2.86 billion in first-half cash generation prices at close to 6x.
**Iggy on Investing** on [**Interlife General Insurance**](https://iggyoninvesting.substack.com/p/how-is-a-stock-that-compounded-at) (🇬🇷 INLIF GR - €124m) Compounded 22% per year for a decade. At 4.5 times earnings and 0.77 times book, an MSCI Greece upgrade is the near-term catalyst. Already cheap without one.
# Asia-Pacific
**TacticzHazel** on [**Taiwan Semiconductor**](https://tacticzhazel.substack.com/p/taiwan-semiconductor-manufacturing) (🇹🇼 TSM US - US$2.1tn) TSMC has durable competitive advantages in a world where every AI dollar eventually reaches the foundry that makes the chips. July revenue up 44.7%; seven-month figure up 37%.
**AI Proem** on [**Tencent**](https://aiproem.substack.com/p/part-1-tencents-return-ironman-yao) (🇨🇳 0700 HK - US$450bn) Revenue up 9%, profits up 12%, at fifteen times forward earnings. I imagine regulators are less confused about what Tencent is than the market has been since 2022.
**Best Anchor Stocks** on [**Nintendo**](https://www.bestanchorstocks.com/p/the-numbers-dont-tell-the-full-story) (🇯🇵 7974 JP - ¥10.3tn) Operating profit up 150%, partly from tariff refunds. Switch 2 units fell 34% from launch; the case rests on an IP catalogue no competitor can touch and software margins.
**Cohong Lane** on [**Bank of China**](https://www.cohonglane.com/p/one-bank-two-prices) (🇨🇳 3988 HK - US$63bn) H-shares at 5.7 times earnings and 4.7% yield; A-shares command a structural premium. One bank, two prices. The investment case rests on that gap compressing.
**Capytal Management** on [**Huishang Bank**](https://capytalmanagement.substack.com/p/4x-pe-6-dividend-and-exposure-to) (🇨🇳 3698 HK - US$8.3bn) All the anxiety surrounding Chinese bank credit quality overlooked Huishang: bad loans at 0.98% and falling. Three and a half times earnings, 6% yield. Anhui is home to CXMT.
**JPARCVUE** on [**GS Yuasa**](https://jparcvue.substack.com/p/gs-yuasa-corporation-6674-more-than) (🇯🇵 6674 JP - ¥710bn) Japan's market leader in batteries for automotive and grid storage. At seventeen times earnings, every unit of domestic electrification capacity passes through this supply chain. Revenue growing alongside infrastructure demand.
**JPARCVUE** on [**Nakanishi**](https://jparcvue.substack.com/p/nakanishi-inc-7716-q2-earnings-fy2026) (🇯🇵 7716 JP - ¥180bn) Dominant global position in dental handpieces and surgical micro-motors used in every major market, regardless of brand. At ¥180 billion market cap, revenue grows as dental access expands globally.
**Angsana & Anderson** on [**CTOS Digital**](https://www.angsanaanderson.com/p/ctos-digital-7-fcf-yield-potential) (🇲🇾 CTOS MK - US$370m) Think of CTOS as the infrastructure layer beneath Malaysian credit: invisible from the outside, impossible to remove from within. Free cash flow yield 7%; PE exit pending.
**Acid Investments** on [**Global Tax Free and Geumhwa Plant**](https://acidinvestments.substack.com/p/some-korean-value-global-tax-free) (🇰🇷 204620 KS, 🇰🇷 036190 KS - US$325m, US$130m) TOP PICK The valuation makes no sense unless Korea's leading VAT refund operator stops earning 41.5% on invested capital. Domestic revenue up 30%; Japan joint venture launches November.