Subject: Re: Reason why Brk outperformed SPX YTD
I think there has been this notion that Warren sold 70% of the AAPL near the top tick and now has all this cash ready to pounce...Interesting that the value hasn't really changed much now the Greg is actually the Lion in charge of the pouncing. It's hard to imagine Warren won't be phoning it in, saying the equivalent of: "Now boy! Go get em"