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Not for Berkshire. They hold onto shares for a long time and have less than 50 companies (the ones they really like just get acquired). The new AAPL stake is .8
by jonknee 10y ago
Not for Berkshire. They hold onto shares for a long time and have less than 50 companies (the ones they really like just get acquired). The new AAPL stake is .83% of the portfolio.
- cloudwalking 10y agoIf they only make 50 bets, isn't each one substantial by some definition? It's certainly not a scattershot approach.
- jonknee 10y agoIt depends on the size of the bet, .83% of the portfolio isn't substantial in any way (if AAPL went to 0 tomorrow it would barely budge Berkshire's portfolio). In comparison their Wells Fargo stake is 23x the size of Apple's. http://whalewisdom.com/filer/berkshire-hathaway-inc#/tabholdings_tab_link http://whalewisdom.com/filer/berkshire-hathaway-inc#/tabhold...