Locator: 48472BRK.
In the news, BRK, Warren:
- BofA: cut his holdings.
- AAPL: slashed his holdings.
- SNOW: sold all of his SNOW shares.
Return:
- BRK:
- full year: up almost 30%
- five years: up almost 130%
- AAPL:
- full year: up almost 30% (slightly less than BRK)
- five years: up almost 350%
- at beginning of 5-year period, shares selling for $50
- at end of 5-year period, shares shelling for $225
- so, (225-50)/50 = 3.5 -- amazing how the numbers worked out
From TipRanks this morning: is BRK missing out on AI tailwinds?
- aside from Apple, until he sold SNOW, his AI-related holdings: BYD, AMZN, and SNOW
- those three represented less than 0.6% of his invested assets
- with his invested assets only part of his overall business activities, BYD, AMZN, and SNOW would have been significantly less than even 0.6% of his entire portfolio
- in big scheme of things, why does a fund like BRK even hold shares in any position that represents less than 5% of the overall value of the "fund"?
- compare with Norway's sovereign wealth fund: is focused on AI investments
Absolutely fascinating.
- it would be interesting to see a demographic analysis
- my hunch:
- investors over age 65: major position in BRK:
- follow BRK closely
- leery of Mag-7; really leery of UBER
- investors under age 30: major position in UBER
- don't even bother with BRK
- heavily invested in Mag-7; love UBER
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Silas Marner x 2
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