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I agree in general with your sentiment. He not only missed those, but he comes off as ignorant versus unlucky regarding technology. His first Apple purchase pri
by pmart123 8y ago
I agree in general with your sentiment. He not only missed those, but he comes off as ignorant versus unlucky regarding technology. His first Apple purchase price was around $90 so it was far from the top. Apple is more about consumer and brand though so I think it better fits his skill set than an enterprise software company. He did buy Verisign at $90 though too, which seems to have a pretty impressive regulated moat.
- adventured 8y agoRegarding VRSN, keep in mind the distinction that not all of these buys are Warren Buffett. For example one of Buffett's investment chiefs made that AAPL purchase in the first quarter of 2016, either Ted Weschler or Todd Combs. They bought ten million shares initially.