Buffett: We don’t own too many Apple shares

原站时间: 2023-05-08T06:58:38+0000 会议年份: 2023

Warren Buffett dismisses criticism that Berkshire’s portfolio is dominated by its Apple shares, arguing the position should be evaluated in the broader context of both the stocks and companies it owns. In addition, he says, it’s a “better business” than any of its fully-owned subsidiaries. On top of that, Charlie Munger thinks experts are wrong to advocate for what he calls the “deworsification” of investments.