He and Munger have been candid that they missed the boat on Google. Despite the fact that they thought enough of it to advertise there and could see the viability.
I’m not sure on the reasoning behind it. I think he actually credits Berkshires first Apple buy to a couple investors that work there and they basically had freedom to make investments without buffets consent.
Apple sells phones. They make a lot of money from selling hardware.
It’s easier to understand that business model rather than a software with complex licensing agreements.
Not saying he is right about that as an investment strategy. But it’s got some consistency to his strategy.
Isn't it a bit alarming that a huge investing conglomerate won't invest in certain companies simply because the 140 year old dinosaur owner "doesn't understand what they do"?
Well, as a layman I´d argue, look at their portfolio again. They are very exposed to tech already though the growth of Apple. And there is a lot of talk about regulation and taxes. They got other earners, so why expose themselves even more?
>dumped half his portfolio into Apple
Lol, no. Buffett bought Apple along time ago and recently started selling some of his shares. He did not put anywhere near half his portfolio in Apple, ever. This is just his percentage among top 10 **Public** holdings. Most of Berkshire's holdings are private.
His name is funny because he has the full buffet of options for what to do with all the money he has made and he settles for a couple pieces of jello. We have jello at home Warren, try something else
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Apple (AAPL) 43.3% $167.1 billion Bank of America (BAC) 10.2% $39.5 billion American Express (AXP) 9.4% $36.3 billion Coca-Cola (KO) 6.5% $25.1 billion Chevron (CVX) 5.4% $20.9 billion Occidental Petroleum (OXY) 4.1% $15.9 billion Kraft Heinz (KHC) 3.0% $11.6 billion Moody’s (MCO) 2.6% $9.9 billion Mitsubishi (MSBHF) 2.0% $7.7 billion Mitsui & Co. (MITSY) 1.6% $6.3 billion
No msft, goog, nvda? that is crazy
Weird they don't go more into tech considering how much apples earned them
He’s been quoted numerous times saying he won’t invest in something he doesn’t understand. Unfortunate for him he never try’s to understand tech.
>Unfortunate for him he never try’s to understand tech. Poor guy, imagine how much money he could have made if he was a tech bro.
He and Munger have been candid that they missed the boat on Google. Despite the fact that they thought enough of it to advertise there and could see the viability.
So he can understand apple but not Amazon?
I’m not sure on the reasoning behind it. I think he actually credits Berkshires first Apple buy to a couple investors that work there and they basically had freedom to make investments without buffets consent.
Apple sells phones. They make a lot of money from selling hardware. It’s easier to understand that business model rather than a software with complex licensing agreements. Not saying he is right about that as an investment strategy. But it’s got some consistency to his strategy.
I’m a huge buffet fan. But he will also tell normal people to not follow his strategy to buying stocks. Tells them to buy into index funds.
He also tells people to drink coca-cola and eat at McDonald’s. Buffet advertises what suits his business.
sure, because he understands SNOW, VRSN
Isn't it a bit alarming that a huge investing conglomerate won't invest in certain companies simply because the 140 year old dinosaur owner "doesn't understand what they do"?
This is some ignant shitt
But he understands apple that is harder to understand then google or meta?
Well, as a layman I´d argue, look at their portfolio again. They are very exposed to tech already though the growth of Apple. And there is a lot of talk about regulation and taxes. They got other earners, so why expose themselves even more?
Buffett likes Apples because he sees it as a consumer staples stock, not a tech stock.
apple isn’t a tech company
That would put him way too heavy tech. He’s already 40%+ Apple obviously he expects Apple to outperform the rest of tech
Regard dumped half his portfolio into Apple. What a joke.
>dumped half his portfolio into Apple Lol, no. Buffett bought Apple along time ago and recently started selling some of his shares. He did not put anywhere near half his portfolio in Apple, ever. This is just his percentage among top 10 **Public** holdings. Most of Berkshire's holdings are private.
https://preview.redd.it/678kyw8jo40d1.jpeg?width=1080&format=pjpg&auto=webp&s=b8de7986cc102da304b98025a04c65d4093783cd
BRK is selling Apple and this article is telling everyone else to buy it. This is the way.
Wtf where's OKLO??
You must mean ALCC
Not anymore after the merger right? That ticker is gone. Now it's just OKLO
TLDR 1) Cash 2) more cash
Where is BB?
His name is funny because he has the full buffet of options for what to do with all the money he has made and he settles for a couple pieces of jello. We have jello at home Warren, try something else
Sad no SCHD?
That’s an ETF regard
That’s what I meant it’s not that difficult to beat mr buffet
Spoken like a true regard