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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: LongTermBRK ✸  😊 😞
Number: of 15062 
Subject: Re: AAPL reduced
Date: 05/04/2024 1:25 PM
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Agree.

Apple is nowhere near the nosebleed valuation where Buffett got the itch to trim KO a couple decades ago but did not and later admitted that was a mistake….buts it’s rich multiple.

It was a nice try suggesting the 21% tax rate drove this. No one buys this. That’s fine.. it’s grown into too big a chunk of the portfolio, it’s high priced, and exposes Berkshire to a little more China and Regulation everywhere risk than it’s comfortable with. And it will likely remain the largest holding for some time. If it doubles next year—Berkshre will sell a little more.
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