Buffett Increases Cash Pile and Reduces Apple Holdings: Does it Reflect His Thoughts on the Stock Market and Economy? Warren Buffett’s investment moves have always attracted significant attention from both Wall Street professionals and everyday investors alike. Recently, Berkshire Hathaway, Buffett’s investment conglomerate, made headlines with two significant moves: a reduction in Apple holdings and an increase in its cash reserves. While these adjustments might seem routine, they carry weight due to Buffett’s reputation as a long-term, value-focused investor. This shift begs the question: Does Buffett’s increased cash pile and reduced stake in Apple reflect his broader thoughts on the stock market and the economy? Berkshire Hathaway’s Investment Strategy: A Snapshot Berkshire Hathaway’s

Seriously Apple have no innovation. So I agreed with Warren Buffett

Berkshire Hathaway's significant reduction in Apple stock holdings and the accumulation of a record cash pile have raised several questions about the future of Apple and the broader market. 1. Has the moat of Apple disappeared or not? Apple's "moat," or its competitive advantage, is a complex issue with varying perspectives. Some argue that Apple's strong brand loyalty, innovative products, and robust ecosystem continue to provide a significant moat. Others believe that increasing competition, particularly from Chinese smartphone manufacturers, could erode Apple's competitive advantage over time. 2. How will the stock move? Apple's stock movement will depend on various factors, including its financial performance, product launches, and overall market sentiment. While some analysts beli

Apple might be on the way down now 

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.

No No i still keeping Apple stock

$Apple(AAPL)$ stock with High Valuation trading at PE 36.83 times its estimated earnings which is quite high compared to the average P/E ratio of the S&P 500. Price Book 58.93, FCF 30.84 times, Apple pays a small dividend, which may not appeal to income-focused investors. Discounted Cash Flow (DCF) Model: Some analysts using a DCF model estimate that Apple's fair value is around $113 per share, which implies a potential downside risk of about 24% from its current price. Warren Buffett's Berkshire Hathaway has been selling off a significant portion of its Apple stock, which has raised eyebrows and sparked speculation about the stock's valuation. Apple Market decline Slowing iPhone Sales: iPhone sales have been lackluster, particularly in key ma

Warren Buffett’s recent moves, including a significant reduction of Apple shares and Berkshire Hathaway’s record $325.2 billion cash reserves at the end of Q3, have drawn considerable attention. Known for his long-term value-driven strategy, Buffett’s actions are often scrutinized as they frequently signal broader market trends and sentiments. So, what does this mean for Apple’s future, the market’s direction, and individual investors? Let’s dive in. Apple’s Moat: Strong but Facing New Challenges Buffett’s significant reduction in Apple shares has raised questions about Apple’s economic moat, a term Buffett uses to describe a company's sustainable competitive advantage. Apple has long been the crown jewel of Berkshire Hathaway’s portfolio, representing over 40% of its holdings at one point

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While apple has strong brand power, the last few years of rate hikes have no doubt made everything more expensive along with tariffs. While apple may still have moat, I see it becoming weaker esp with a potential recession on the horizon even if it's a mild one. 

Looks like bh pulling back due to warning signs all round economies. Hi gold low oil etc. they are getting similar returns on what they hold so no loss to b.h. but may seem like a good chance to breach the moat if prices do fall on apple. Let's hope it reaches us.

$Apple(AAPL)$ $Berkshire Hathaway(BRK.B)$   ᗷƐᗩᖇƖᔕℎ  🗞️ 📰 🚨   $AAPL TO LAUNCH NEW AI FEATURES IN iOS 18.2 BY DECEMBER Apple’s upcoming iOS 18.2 update, reportedly set for early December, will bring enhanced Apple Intelligence features like ChatGPT integration, the Image Playground app, and new customizable emojis called Genmoji. Reports suggest that Apple may eventually add Google’s Gemini AI, but OpenAI’s technology is expected to have an exclusivity window. Expansion into China isn’t anticipated until iOS 19 at the earliest.  🍏📉🍏 Apple’s Got a Core Problem: Can It Keep It Together? 🍏📉🍏 Kia ora Tiger traders!  Apple (AAPL) is stepping into the week with its price slightly bruise

Berkshire Sold 25% of Its Apple Stock in the Third Quarter Berkshire Hathaway sold 100 million shares of $Apple(AAPL)$   in the third quarter, reducing its stake in the iPhone maker to 300 million shares. The 25% reduction in its stake follows a nearly 50% cut in the second quarter. Berkshire's overall Apple stake is now down by about two thirds, -- from 905 million shares -- since the start of the year. Barron's calculation of the Sept. 30 Apple stake is based on information on the Apple holding in Berkshire's third-quarter 10-Q which was released in conjunction with the company's earnings report on Saturday morning. CEO Warren Buffett said at Berkshire's annual meeting in May that the Apple stake would li

Yet, the point of this post isn’t about the upcoming earnings—that’s short-term. I want to highlight a major trend where Apple is cementing its leadership while no other tech companies are making similar strides: health tech. This is not entirely new; Apple Watch has included fitness tracking and heart rate monitoring for years. Apple continued to improve by adding features like sleep monitoring, ECG, and blood oxygen measurement, expanding its capabilities in health monitoring. Additionally, Apple has been criticized for being slow to the AI race, where rivals like Microsoft and Alphabet are seen as leaders in this hot new field. Last week, Apple’s stock was briefly overtaken by Nvidia, losing its crown as the most valuable company globally by market cap. While it has since reclaimed the

Warren Buffett In 2024: 1. Sold over $100 billion of Apple, $AAPL, stock 2. Halted Berkshire Hathaway, $BRK, stock buybacks 3. Built largest cash balance in company history, at $325 billion 4. Holds a record $288 billion of US Treasury bills 5. Now owns $93 billion more Treasury bills than the Fed 6. Halting buybacks until "price is below Berkshire’s intrinsic value" Warren Buffett is positioning like a recession is 

$Apple(AAPL)$  not surprised Apple from bull to bear