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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: Blackswanny   😊 😞
Number: of 12641 
Subject: Re: brk, why did Buffett really sell apple ?
Date: 05/08/2024 4:01 PM
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Same, we could be 250bn in cash by the end of the year earning 5.5% and waiting for a few good opportunities around the corner (looking to deploy say 25-30bn at a time) into US large caps.

Why Apple..?

*Decline in fundamentals.
*Perceived geopolitical risk, he clearly is not a fan of China vs Charlie
*Big run up and current valuation.
*Low future returns over the next 3 years, (compared to the 5.5% on cash)
*Opportunity to redeploy and buy in a downturn, Apple is a big chunk @ 50% of portfolio.

Look at the Buffett indicator.linked below. (Strongly Overvalued)
https://www.currentmarketvaluation.com/models/buff....

When you look at all the above it's just common sense really isn't it?
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