Wednesday 4th January 2023 As of November 2022, Berkshire Hathaway owned 895m shares in Apple (APPL). This position was valued at $124bn, roughly 40% of the $296bn in marketable securities managed by Warren Buffett and his portfolio managers: Todd Combs and Ted Weschler. Why does one of the greatest investors of all time have soContinue reading “Why does Buffett have 40% of his portfolio invested in Apple?”
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Thoughts on the investment question Buffett asks daily and the three questions he considers each week
In November 2022, the 32nd Annual Graham and Dodd Breakfast featured Todd Combs, one of the two portfolio managers allocating capital for Warren Buffett. Source: Instagram @heilbrunncenter In it, Combs explained how one question is constantly asked, usually daily, and that is: “Is the moat wider or narrower on any of their businesses?” Furthermore, heContinue reading “Thoughts on the investment question Buffett asks daily and the three questions he considers each week”
The Equity Analyst 