No. of Recommendations: 7
Certainly possible that some of these more exotic answers are correct or at least influential. I tend to ride with Occam: the Apple position is just too damn big and maybe a bit wobbly. It’s *twice* the size of GenRe, for example. Bigger than BNSF. And yet it’s not a company over which Berkshire has any control, in a field where it has no special expertise. (And with the AI hobgoblin jumping up and down demanding attention, perhaps an area ready for disruption.)
At least that’s better than what Occam told me yesterday: that Warren’s iPhone stopped working and he’s pissed.
The BoA sales are coincidental, probably.
