No. of Recommendations: 13
Imo, TikTok would be quickly stacked on his “Too Hard “ Pile
I’d imagine WEB probably doesn’t “understand” the business, Long-term moat is unclear, senior mgt is unclear and unproven, price must be quite high, ties to China & it must be quite challenging to formulate a conservative estimate of its future cash flows.
So many owners loved the AAPL investment however- it checked so many of the boxes and proved how Warren could continue to reassess & change his mind in his late 80s & then act quickly on a Huge scale. One for the ages!
