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Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM

Focused Compounding

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How Much Is Berkshire's Position in Apple?

Berkshire owns 5.8% of Apple, right? Can you get Berkshire's book value from me? Just balance sheet for me. Total assets, 948 billion. And what's Apple's market cap? Apple 2.7 trillion. So pretty low risk. I mean, I think if Apple was double the size that it is, I don't think it would be the end of the world for Berkshire. The thing Berkshire is really exposed to is on insurance side stuff.

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