Ep 390. The Omaha Experience: Our Take on Berkshire’s AGM
Focused Compounding
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How Buffett Views Apple as a Business
Buffett talked about how he doesn't view that position as like, oh, it's X percentage of the portfolio. He thinks about it as just like a collection of every other business that they've purchased. Buffett: We're very happy to have 5.8% and we're delighted with every 10th of a percent from them buying back their stock.
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