No. of Recommendations: 1
I'm guessing Buffett sold 30 million shares of apple in the quarter hence reducing that concentration issue. I guessed he sold 20 million shs last quarter that was very lucky.
" Summary
Berkshire Hathaway is a remarkable company, but current conditions do not present a compelling entry point for new investors.
BRK.B's excessive cash position limits its ability to capitalize on smaller opportunities and creates structural challenges in a market with high valuations.
Concerns about portfolio concentration in stocks like Apple (AAPL) and Coca-Cola (KO), combined with a lack of a conglomerate discount, make the valuation unappealing.
Given these factors, BRK.B is rated a hold, with solid underlying businesses but no clear catalyst for outperformance at current prices."
https://seekingalpha.com/article/4827650-berkshire... 