It's quite surprising for the market that $Berkshire Hathaway(BRK.A)$ almost liquidated $Taiwan Semiconductor Manufacturing(TSM)$ that it bought a quarter ago.In the third quarter of last year, Berkshire bought TSMC significantly, which suddenly became a top 10 position. Now, the stock price has just rebounded and Warren Buffett is surprisingly close to liquidating his position.This kind of short term trade last occurred in early 2020. At the time, Buffett claimed to be bullish on airline stocks and liquidated his position not long after. In hindsight, Buffett sold at a loss, which proves that Buf
$Shopify(SHOP)$ plunged after posting Q4 Earnings result on Wednesday. Although GMV was strong in the holiday season, the outlook for the next quarter and fiscal year 2023 was not as much as market expected, so it is not surprising to give such negative feedback.Shopify lost most of its market value in 2022, how to amend it could be a long-term investment issue.Q4 Earning Overview,Revenue 1.73 billion US dollars, a year-on-year increase of 25%, higher than the market consensus of 1.65 billion US dollars;GMV reached 61 billion US dollars, a year-on-year increase of 13%, which was higher than the market consensus of 59.1 billion US dol