I believe Apple is a remarkable company with a strong track record, regardless of whether Berkshire Hathaway holds or reduces its stake. However, Berkshire’s recent decision to significantly cut its Apple holdings does signal a potential need for caution. This move might reflect concerns about Apple’s valuation or simply Berkshire’s strategy to diversify, but it’s a reminder that even high-quality stocks can reach prices where the upside may be limited.
While Apple continues to lead in innovation and customer loyalty, its current stock price is indeed high, and this could limit short-term gains. For now, I’m holding back from buying Apple shares, as I prefer to avoid jumping in at such elevated levels. Exercising patience and waiting for a better entry point could be a more prudent approach, especially given the mixed signals from large institutional investors like Berkshire.