two minor corrections to my posts -

The last batch of AAPL shares sold during the quarter were in Columbia Insurance company and they were sold at an average price of $207.64 / share vs. a cost basis of $56.94 / share. This was around $1.3 Billion of proceeds. So they definitely realized gains on their lower basis shares first, which isn't the typical way I would do it - so maybe he really does believe the 21% rate is too good to last.

The other correction is that I guessed earlier that Capital One was a Todd Combs pick but I looked into it and it seems more likely that it was purchased by Ted Weschler despite Todd being the big data / finance guy who hired the Capital One tech lady over to GEICO.

By the way, if you haven't read these hilarious behind the scenes tweets about Snowflake and GEICO they are pretty funny - scroll down a bit:
https://x.com/laurenbalik?ref_src=twsrc%5Etfw%7Ctw...

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