If not for Charlie Munger's be

If not for Charlie Munger's belief in not missing out on technology stocks, I believe the only reason Buffet bought Apple at the time was because it was cheap, had a strong brand and moat. Now that Charlie has passed, Buffet's sales shows he thinks it's valued and he is scared that the Magnificent 7 may collapse a la dotcom bubble.

Despite all the hype about AI, I doubt Buffet uses technology much, preferring traditional businesses.

Buffett Holds a Record Cash Pile: Any Thoughts on Apple and Market?

Berkshire Hathaway reduced its holdings of Apple stock by nearly half in the second quarter and further reduced them by about 25% in the third quarter. This has left the conglomerate with only a small fraction of the Apple stock it held at the beginning of the year. Previously, Apple fell after earnings. Berkshire's cash reserves have reached a record high. As of the end of the third quarter, the company held $325.2 billion in cash. ---------- Has the moat of Apple disappeared or not? How will the stock move? Is a bear market coming as Buffett holds record cash pile?

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