What podcasts say about Vihari Ross

Every statement, with the speaker, the exact quote and the moment it was said.

What Vihari Ross has said on podcasts

6 statements · 5 positive · 1 negative

on Taiwan Semiconductor Manufacturing Company Limited (TSMC)PositiveOct 2, 2026· The Rules of Investing
TSMC has strong earnings, margins, pricing power, and rapidly growing AI revenue.
“TSMC is a great business. It is growing its earnings at 40% per annum, just had another upgrade. It's exerting pricing power. It has 70% gross margins. It has AI revenues growing at 60%.”
Listen at 29:25
Open the episode · Five years from now, these are the companies everyone will wish they owned
on TSMC valuationPositiveOct 2, 2026· The Rules of Investing
TSMC would trade at 40 times earnings if it were not listed in Taiwan.
“If that was a business that wasn't listed in Taiwan, it would trade at 40 times.”
Listen at 29:45
Open the episode · Five years from now, these are the companies everyone will wish they owned
on Brookdale Senior LivingPositiveOct 2, 2026· The Rules of Investing
Brookdale Senior Living is suitable for long-term ownership.
“And the other one I'll plug is, which I have before, but I'll plug it again, which is Brookdale Senior Living.”
Listen at 30:08
Open the episode · Five years from now, these are the companies everyone will wish they owned
on Florida over-80 populationPositiveOct 2, 2026· The Rules of Investing
Florida’s over-80 population is growing 30% annually.
“People are aging. The number of over 80-year-olds in Florida is growing at 30% per annum.”
Listen at 30:23
Open the episode · Five years from now, these are the companies everyone will wish they owned
on US senior housingNegativeOct 2, 2026· The Rules of Investing
The US has a substantial shortage of senior housing.
“there is a huge undersupply of senior housing in the US.”
Listen at 30:35
Open the episode · Five years from now, these are the companies everyone will wish they owned
on Brookdale Senior LivingPositiveOct 2, 2026· The Rules of Investing
Brookdale’s earnings could quadruple as occupancy exceeds key thresholds.
“as occupancy goes up and moves through that 85% threshold, that 90% threshold, the earnings could quadruple of that stock.”
Listen at 31:02
Open the episode · Five years from now, these are the companies everyone will wish they owned

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.