In Berkshire Hathaway's (NYSE: BRK.A) (NYSE: BRK.B) latest 13F filing (a disclosure all firms must file if their holdings total more than $100 million), a new position in Taiwan Semiconductor (NYSE: TSM) was revealed. With a total investment worth over $4 billion, it's the 10th largest Berkshire position and makes up about 1.4% of its total portfolio.

That's a significant investment for Warren Buffett and the company, so they are clearly excited about something. Additionally, the stock is currently trading around the lowest price it experienced in Q3, so investors can get in at the same or even lower price than Buffett did.

So should investors follow Buffett's lead? Or are there better stocks out there?

Continue reading

Source Fool.com