Subject: Re: Apple
You’re overthinking this. It’s very simple. The selling of Apple has been over a few YEARS in both good and bad markets.

He went “all-in” and hit a tape measure home run. That’s it. When you have 1 stock that’s 40% plus of your portfolio, you have to sell. Period.

Now it’s where he’s comfortable: simply the biggest long term stock bet of his life.

Why do I say that? Because WARREN says that. A “stock” that Warren says we should think of—right along with our large subsidiaries. Warren’s words. That’s the size. That’s the importance. That’s massively big enough….

I get the feeling many of you either don’t follow what Warren says …or don’t believe what he says. And it’s very clear many don’t read or believe the Owner’s Manual.