Mixed bag on the sell-off with BRK equity holdings. Consumer stuff, insurance, i.e., KO, KFC, CB all holding up with financials and tech getting hammered. The flight to defensive stocks is somewhat understandable in this environment, amidst the uncertain consequence of the tariffs. I think though that these tariffs won’t be in place for very long. There’s a lot of emotionally charged reciprocal threats, but the reality of damage to the world economy will set into the mindset and calculus of rational actors sooner, rather than later. Those who have the most to lose will respond and concede (is cave too harsh?), meaning I don’t think the US will blink first. It’s a very high stakes game of Poker. We’ll see what happens and check back in a few months.

What was the price when Buffett sold last tranche of Apple? $220 or so? Others shares were sold in the 180s I believe. Yeah, he left some on the table but it may look like a good decision overall.

Berkshire Hathaway FAQ

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