Subject: The Board of Directors
Not saying anything about the valuation of Apple, but I think its hard to not acknowledge how masterful he runs the company, took over from a real legendary founder, and has navigated his company through all kids of things.
Partnering with BABA is pure genius in my opinion.
Tim needs to be on Berkshire’s board. A true operating genius. Wally Weitz/Chris Davis/Meryl Witmer- while they’re very good investors, no real operational experience. I won’t go through the rest of the board, but to me, it is a weakness that needs to be strengthened.