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Interview: A Conversation about Buffett, Berkshire & High-Quality Shareholders w/ Professor Lawrence Cunningham

Excess Returns

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Buffett's Transition From Deep Value Investor to High Quality Compounder

Apple accounts for the largest position of Berkshire Hathaway. Apple's almost, you know, getting close to a 50% position within that group of stocks that Buffett owns. Justin: Do you just have any thoughts or insights about Buffett's ability to do that and how that has maybe, in some cases, helped them in this case of Apple or in other cases, maybe it's hurt him?

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