Subject: Re: OT - on TSMC Sale
It's a fascinating dynamic between Buffett and Munger on China.

Ive noticed that Li Lu has become more US centric with his portfolio too over the last few years, which of course is Mungers money!

However what's more interesting is that he favours the US too and exited BABA on the run up before Munger purchased his on the way down the other side 😂.