Post #9440 by Mark on the Berkshire Hathaway board

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I think there is a simple one word answer to trimming the Apple position size: "China".

It is indeed possible that China has something to do with it. But that brings up an important question - is it prudent to invest $88B in a company that you believe is about to have a China problem? And to have it be the largest position of all in the portfolio? And not just the largest, but more than twice as large as the second largest position?

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