Subject: Re: Berkshire stock portfolio
"But with recent apple sales (although tax was offered as to the reason for selling), I think its warranted to move a bit closer to category two and let ourselves be somewhat more informed by market prices than by business valuation when answering the question "what is it worth to me"."

We shall see how much more Apple was sold. many have called for it to be sold down but so far all sales have been much lower than the current quote.