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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: Blackswanny   😊 😞
Number: of 15061 
Subject: Re: Berkshire and Apple
Date: 01/20/2023 4:47 AM
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Excellent article in the FT. Quoted Foxxcon producing $316bn of Apple goods, I assume for 2022!. Then goes onto to say the Indian story is a bit of a pipedream and max only 10% of production, perhaps 20% by 2030.

Nope China and Apple are truly "joined at the hip" just like value and growth.....

When it comes to such matters geopolitics matter and investment decisions need to be made accordingly.

Bit of a bind if you ask me. Diversify, sell half, and buy Alphabet IMO. Not just a great company but the price ain't bad either atm, Mr Munger also likes them. Get on the blower to Omaha.
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