Post #16 by mungofitch on the BYD board

Stocks A to Z / Stocks B / BYD (BYDDY)

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Jim, in consideration of jurisdiction risk, what are your thoughts on Apple and investing in general in such situations?

I won't invest in Chinese companies or VIEs.
The Chinese exposure within Apple is huge, so as a Berkshire shareholder there is a small wrinkle in my brow.
Let's just say I wouldn't buy Apple beyond what I own via Berkshire.

It's possible that, even though the Apple position accounts to maybe 1/6 the value of a Berkshire share, Apple's China exposure might be the biggest risk within a Berkshire share.

At a guess:
If the worst scenarios happened, it would be an unpleasant but wholly survivable hit to a share of Berkshire-- and a really huge but not-quite-fatal hit to a shareholder of Apple.

Jim

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