u/Major_Possibility335

“Barron’s estimates that Berkshire may have left as much as $100 billion on the table given the rally in Apple stock since 2024. Berkshire had a sizable tax bill that could have totaled about $20 billion on the Apple sales. Its cost basis is around $35 a share with most of the Apple purchases having occurred from 2016 to 2018 when the stock traded under 15 times earnings—it now fetches over 30 times. Apple remains nearly a ten-bagger for Berkshire now.”

I want to double my holdings in Apple but just haven’t gotten around to it. What do you long term holders think? I’m sure there will be a pullback at some time but I’ve been waiting too long now. I wish it was still a forgotten about dinosaur according to the market and media.

Update: by the way, this is not a post complaining about the cash pile per se. It’s a matter of the wisdom of what is done with the cash pile and the company’s investment portfolio.

What does this company stand for now?

The Q1 13F was like a joke. Playing around with airlines, a department store, even a politically sensitive newspaper.

Today we got the news about Taylor Morrison (are home builders really great businesses?) and that Berkshire was being sold a private placement in Google by an investment bank.

So let me get this straight. Now Berkshire is interested in airlines that are not historically great for shareholders? Under CEO Greg we’re not going to be averse to companies that dilute their shareholders by issuing stock to fund the latest fad business that is AI?

We’re not going to focus on highly profitable businesses that any fool could run? It’s almost like all of what Charlie and Warren said is out the window. You sell Visa and other great stocks to play around like this? How is any of this playing around better than buying back stock or paying a dividend?

What qualifies the CEO to manage the investment portfolio? Warren and others had a track record before Berkshire.

Just installed the new update and can’t find the offline maps. Has anybody had this issue?

Edit: I just clicked where my user avatar/icon used to be and it shows up. Seems to be a bug however. If you can’t find it just click in the very top of the menu where your icon used to be 😉