Subject: Bite size trim of AAPL
Confession-I may likely regret it but trimmed a 5% position of AAPL today- it's grown into a top 3 position (not including BRK's $180B AAPL position) and its price is up 56%+ YTD with a FPE of 29. Hard to sell a single brick of such a beloved business, honestly. Let's hope the 8-3 earnings call will be reasonably positive, on all fronts. Curious, any fellow shrewds trimming here?