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[@ValueIntrinsiCF](/creator/twitter/ValueIntrinsiCF)
"💻My latest valuation of TSMC ( $TSM ) shows a mean intrinsic value of 171$/share (std. deviation of 23.7$). With a current price of 247$ the stock seems to be currently overvalued. Detailed analysis available. #TSMC #Valuation #Investments"  
![@ValueIntrinsiCF Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1914021366145089536.png) [@ValueIntrinsiCF](/creator/x/ValueIntrinsiCF) on [X](/post/tweet/1945944339814682797) 2025-07-17 20:30:59 UTC XX followers, XX engagements


"4 ways companies create wealth: X. Free cash flow X. Earnings (wealth as cash is consumed) X. Resource conversion (M&A refinancing) X. Favorable access to capital markets From Value Investing by Martin Whitman #ValueInvesting"  
![@ValueIntrinsiCF Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1914021366145089536.png) [@ValueIntrinsiCF](/creator/x/ValueIntrinsiCF) on [X](/post/tweet/1947206417204560003) 2025-07-21 08:06:01 UTC XX followers, XX engagements


"Just wrapped up a deep dive into $ASML 🧠⚙ A global tech cornerstone with massive ROIC low reinvestment needs and strong pricing power. It could be a long-term compounder. Check out the full analysis and share your thoughts #ASML #Semiconductors"  
![@ValueIntrinsiCF Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1914021366145089536.png) [@ValueIntrinsiCF](/creator/x/ValueIntrinsiCF) on [X](/post/tweet/1947226354505625732) 2025-07-21 09:25:15 UTC XX followers, XX engagements