1.$Apple (AAPL.US)$Talking about capital cuts: Buffett said that although the capital cuts are purely due to tax issues, he is confident about Apple's long-term prospects!
2. Cash reserves: We have $200 billion in cash by the end of June, but so far there are no attractive investment targets!
3. Succession planning: Abel will take over key capital allocation decisions, and the succession is progressing smoothly!
4. Talk about artificial intelligence: I think AI has huge potential!
5. Overseas Investment: The United States will be the center of large-scale projects in the future, but this does not rule out opportunities for overseas investment!
6. Investment in India: The Indian market is bullish, but it depends on future management decisions!
7. Investing in Canada: Potential opportunities are being assessed and details are not disclosed!
8. Talk about renewable energy: We believe solar energy, along with other renewable energy sources, has a good future, but we need to break through technology!
9. US debt: The US government believes it will address the deficit by raising taxes rather than reducing spending!
10. Autonomous driving: Major impact on the insurance industry; reducing accidents is good for society, but not good for insurance companies!
11. Real estate investment: In the future, real estate investment opportunities will decrease, and the focus will not be on frequent sales!
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MicroStrategy Q4 2024 earnings conference call
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