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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: Manlobbi ✺🐝🐝  😊 😞
Number: of 21944 
Subject: Apple's valuation & moat
Date: 05/10/24 8:18 AM
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No. of Recommendations: 20
I have posted a bit about Apple on the Shrewd'm Apple board:
Manlobbi replies on Bite size trim of AAPL
.. regarding the moat, a lot of it comes from the OS/hardware coupling with the real value in the software, not the hardware. The hardware makes the coupling work, but much of the real moat is the profound momentum from developers having their livelihood depending on their commitment to Apple's ecosystem. When people learn something like they like to continue to use that knowledge. This is largely what caused IBM compatibles to become so dominant in the 1980s - it wasn't the technology, but the self perpetuating momentum between developer community's commitment increasing value of the products, leading to a larger audience in turn bringing more development commitment, and the feedback continuing.
(more details in the link, please continue the thread there)

- Manlobbi
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Members reply directly to Manlobbi here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
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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