Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A


Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (6) |
Author: Berkfan   😊 😞
Number: of 15067 
Subject: Re: brk, why did Buffett really sell apple ?
Date: 05/08/2024 9:25 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 8
I take Buffett at face value- I don't think he would blatantly lie.

In regards to apple- 'why did he really sell'

Very large position
Expensive
Geopolitical risk
Tax rate favorable

I think what he said holds true- its a great company, and 'likely' to be the largest equity position going forward unless something 'dramatic' happens. All true statements and if he ends up selling the whole thing, it was not a lie.

If he thought it expensive and even maybe can't figure out what the next five years looks like for a myriad of reasons, do you want him to advertise this? The tax rate is likely part of the reason, and as a shareholder I would prefer him to be as truthfully cryptic as possible.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (6) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds