Subject: Re: Speculating
“Simply being long Berkshire makes more sense.”

I’m keeping it simple for my simple mind :) Added a few dozen B shares @$471.70 today with P/“Current” Book likely 1.4 or less not to mention the recent buyback announcement.

AAPL is my #2 position & I will just sit tight with the news Tim Cook will become Executive Chairman in the Fall. Glad he will continue to be active and in a key role. The news was not my preference, but we’ve all heard such speculation for months and assume the passing of the CEO baton will be smooth.