Subject: Re: Brooklyn Investor on the Cash
This large selling and huge cash pile may be more a function of how successful the Apple investment was, and how dominant it became in the portfolio.

It's not JUST that. He's also selling BAC pretty rapidly. And more telling, he's not buying OXY despite it being about $10 lower (about 16%) than the price he used to like. And ... he's not buying anything else other than Treasury Bills.