Subject: Re: brk weakness caused by ,
Berkshire, in its history until only recent years was capitalized as an entity less than the value of its Apple Holding.

There's no change in philosophy--just stock selection success beyond a reasonable expectation.

Berkshire has always lived by Mae West's motto that too much of a good thing--is wonderful. To a point. But 40% of one's investment portfolio may exceed even Mae West's standard.

No change in philosophy. Big change in price.