Subject: Re: BHE-BYD update
Post Munger Berkshire does seem like a thing maybe...

Charlie:
Never sell Apple.
Invest were the fish are - China big tec.
Buy BYD, in China and not our usual type of venture, betting on the future and the jockey.
There is too much tinkering at Berkshire.

Warren:
Sell a lot of Apple.
Sell BYD.
Buy Chinese big tech - I don't think so. Even sold Taiwan Semiconductor.
In and out of Cheveron tinkering.

They also disagreed on how far the US could put it's deficit. I think Charlie thought it could go on longer without blowing up than Warren - but not sure.