It seems to me like he might be blinded by incredible fundamentals and may not be conscious of the implied technology prediction, which he himself has said he isn’t qualified to make. What am I missing? ¯\_(ツ)_/¯
Show this thread
Buffett won’t buy tech stocks with mediocre fundamentals & speculative upside because he doesn’t understand tech enough to predict. I don’t understand how Apple is any different. Sure, has great fundamentals, but has unpredictable downside - in tech, moat can disappear overnight.
-
-
Thanks. Twitter will use this to make your timeline better. UndoUndo
-
-
-
Not really in hardware...
-
See: Kodak, and most smartphone manufacturers
- 1 more reply
New conversation -
-
-
Related to the huge mountain of cash Apple has or the fact is has a duopoly of hardware and is pretty much a designer brand?
Thanks. Twitter will use this to make your timeline better. UndoUndo
-
-
-
Buffett is also blinded by the mkt cap and liquidity. Great returns is one thing, but even decent returns when at scale is the real beauty of
$AAPL. Where else can get park $40B and not even hit 5% of the company?Thanks. Twitter will use this to make your timeline better. UndoUndo
-
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.