AAPL - Apple Bury vs. Buffet (Warrens largest Holding)
iMob losing its collective hive mind at present...
No iCar, Factories in China and India Shut-In.
Share Buybacks authorized to $90 Billion, the entire
Cash Flow of Apple.
Oh My, - promises in the Dark.
____________________________________________
The chart looks terrible.
____________________________________________
Buffet bag holding.
Bury hunting Cultists.
206K shares Held,
36M Notional (PUT) Value, 17.86% of
Portfolio.
MB takes a swing, why?
Simple, Apple is a mature company that is not innovating,
investing in CAPEX... Supply chains are not going to absolve.
Asymmetric postioning has served him very well.
ARKK ( winner )
TSLA ( loser )
APPL ( winner at present ) @ 24x EPS remains bloated
YOY performance was a warning of 4 to $8 Billion with impacts on
Chinese demand and Foreign Business, with Gross Margin comoressing.
Yeah, looks good for Dr, Bury not so hotso for the BRKA All you can eat.
No iCar, Factories in China and India Shut-In.
Share Buybacks authorized to $90 Billion, the entire
Cash Flow of Apple.
Oh My, - promises in the Dark.
____________________________________________
The chart looks terrible.
____________________________________________
Buffet bag holding.
Bury hunting Cultists.
206K shares Held,
36M Notional (PUT) Value, 17.86% ofPortfolio.
MB takes a swing, why?
Simple, Apple is a mature company that is not innovating,
investing in CAPEX... Supply chains are not going to absolve.
Asymmetric postioning has served him very well.
ARKK ( winner )
TSLA ( loser )
APPL ( winner at present ) @ 24x EPS remains bloated
YOY performance was a warning of 4 to $8 Billion with impacts on
Chinese demand and Foreign Business, with Gross Margin comoressing.
Yeah, looks good for Dr, Bury not so hotso for the BRKA All you can eat.
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