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David Rolfe Plugs Into Taiwan Semiconductor, Trims Several Top Holdings

August 17, 2021
Source: gurufocus.com gurufocus.com
News Snapshot:
Wedgewood Partners Chief Investment Officer [David Rolfe](/guru/david+rolfe/stock-picks) ( Trades , Portfolio ) disclosed his portfolio for the second quarter of 2021 last week. The guru's St. Louis-based firm approaches potential investments with the mindset of a business owner, hoping to generate significant long-term wealth by analyzing a handful of undervalued companies that have a dominant product or service, consistent earnings, revenue and dividend growth, are highly profitable and have strong management teams. In his [shareholder letter](/news/1398201) for the three-month period ended June 30, Rolfe discussed the current state of the economy and the world, noting the “stock market climbs a...
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