Warren Buffett started reducing his position in $Apple(AAPL.US) in the fourth quarter last year. Tim Cook has indeed been disappointing, and it's highly likely that the reduction will continue, just like with BYD.

If the performance is indeed poor, it's right to reduce the position. The strategy is correct!

The most admirable thing is that at 94 years old, his mind is still so sharp!

Longbridge - 价值&投资
价值&投资

$Berkshire Hathaway(BRK.A.US)Warren Buffett is holding $188 billion in cash, I remember it was $150 billion last year. With so much cash unable to find good investment targets, it reflects a problem - most assets are overvalued! 🤔 Let's think about how we naive investors should respond.

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