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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: Blackswanny   😊 😞
Number: of 21941 
Subject: Re: Apple and China risk
Date: 05/07/23 4:33 AM
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China / US
YouTube: Charlie Munger on U.S-China tensions: Both sides are equally 'guilty of being stupid' (CNBC Television)

Apple over 5 to 10 yrs
YouTube: Warren Buffett: I know where Apple is going to be in five or ten years, but not car companies (CNBC Television)

Apple better than any other biz
YouTube: Warren Buffett on Apple stake: Apple is a better business than any other we own (CNBC Television)

On TSMC and sale.
YouTube: Warren Buffett on TSMC: There's nobody in their league in the chip business (CNBC Television)

Interesting to note their comments on the stupidity of tensions between China and the US (it could end badly) and also the reasons for the sale of TSMC (geopolitical) yet no comment on Apple's embeddedness in China.

Charlie quipped at the end of TSMC about Warren needing to be more comfortable. So how does this tie in with his Apple position?

I suppose the difference could be that TSMC could be shut down permanently whereas businesses with links to mainland China will still operate in some capacity despite sanctions etc etc. Everything will be impaired to some degree but without permanent loss of capital.

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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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