Subject: Re: 50 Years of Thinking Differently
“I own Apple so it always makes me feel good when Buffett reiterates Apple is better than any other business they own.”
Yes indeed, nice to have the Buffett & Munger “Heavy duty” stamp of approval. It’s grown into my #2 position since a similar initial buy in 2006, although I’ve trimmed about 20% over the last 3 years. And honestly, I am pleased they do Not have an ongoing AI Capex of $150-200B like other big tech. Not adding nor selling here.