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 (3) |
Author: Blackswanny   😊 😞
Number: of 15065 
Subject: Re: Apple and China risk
Date: 05/07/2023 4:33 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 0
China / US
https://youtu.be/ujMA3QRlN7w

Apple over 5 to 10 yrs
https://youtu.be/rcszE4xf_QI

Apple better than any other biz
https://youtu.be/UpGIJG02-Mw

On TSMC and sale.
https://youtu.be/kSz9oD3snbg

Interesting to note their comments on the stupidity of tensions between China and the US (it could end badly) and also the reasons for the sale of TSMC (geopolitical) yet no comment on Apple's embeddedness in China.

Charlie quipped at the end of TSMC about Warren needing to be more comfortable. So how does this tie in with his Apple position?

I suppose the difference could be that TSMC could be shut down permanently whereas businesses with links to mainland China will still operate in some capacity despite sanctions etc etc. Everything will be impaired to some degree but without permanent loss of capital.



Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (3) |


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

Ticker or Board Name Author

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