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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: bigshan ⎊  😊 😞
Number: of 15070 
Subject: Re: Thought exercise
Date: 08/29/2023 6:39 PM
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1. I could not be certain on how strong is the moat, and never be sure how long the growth would continue
2. I put too much focus on the current-valuation, those companies had never been cheap.

If #1 is true, then you probably did the right thing by avoiding them, despite leaving money on the table.
>

In retrospect, I should have just looked at them from a consumer point of view and forgot about the high-tech, that would probably be easier to understand, just like Buffett did years later on Apple. And, I could have spread out among a few top picks, without very high certainty on each.
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