Evidence receipt / belief
Published · transcript-backedBen Gilbert: belief
7 Sept 2021 Acquired TSMC
“I think other than Saudi Aramco, it is the only company in the top 10 that we haven’t done on Acquired.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 7 Sept 2021
- Publisher
- Acquired
- Episode
- TSMC
Transcript context
…Revenue growth, 17.4% compounded for 27 years. Now the IRR—the equivalent of valuation on market cap—was a $4 billion market cap at the Taiwan IPO in 1994. Today it is $550 billion. That is a 19.9% IRR starting from a $4 billion base over the last 27 years. Twenty percent IRR over 27 years, incredible by any means starting from a $4 billion base. It is now—currently as we record—the ninth most valuable company in the world. I think other than Saudi Aramco, it is the only company in the top 10 that we haven’t done on Acquired. Interesting. The US oil companies are no longer in the top 10. That might be foreshadowing some future episodes this season.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.