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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: longtimebrk   😊 😞
Number: of 21938 
Subject: Wonder how Warren
Date: 03/22/23 9:07 AM
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Thinks probabilistically about China going into Taiwan while holding a wee bit of Apple.

Apple would suffer significantly as would the world.

Besides the conflict, the US would impose significant sanctions on China and of course China would respond in kind and Apple would be impacted via the sanction response.

Tim Cook says Apple is diversifying the supply chain but the vast percentage of Apple products are still made or assembled in China.

Charlie downplays the risk but he seems to have a blind spot for China given his admiration of what they have accomplished.

US restrictions via ASML preventing advanced lithography equipment being shipped to China feels like the US restricting oil to Japan in the 30s.

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This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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