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Ep 385. 5 Years of Podcasting, Theme Park Industry in 2023, Munger DJCO Meeting, and Berkshire’s 13-F

Focused Compounding

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Buffet's Selling Bank of America?

He's probably by far most comfortable with bank of america. The other banks that he was selling uh, no, I don't know that there's much in the way of Big risks for them. He also added to apple as well, but it could have been, you know One of the younger guys as they refer to them asUh And a little sale of uh the arbitrage position, but not a huge one. But somebody had wrote in and said are they relatively less attractive? Uh, why Has buff had been selling almost all his bank stocks? Mm-hmm Do you have any thoughts on why buffet has been selling down some of his financial stocks Well, he hasn

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