Berkshire Hathaway’s most recent portfolio update, based on filings as of Q3 2024, reveals several key holdings and recent changes: Top Holdings: 1.$Apple (AAPL.US)$26.2% of the portfolio, valued at $69.9 billion. Despite recent trimming of the stake, Apple remains the largest holding. 2.$American Express (AXP.US)$15.4%, valued at $41.1 billion. 3.$Bank of America (BAC.US)$11.9%, worth $31.7 billion, though the stake was reduced by 23% in Q3. 4.$Coca-Cola (KO.US)$10.8%...
Old Timer Trader
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He sold 80 BILLION DOLLARS of AAPL stock. Just a year ago, he stated that Apple was a stock that he would never sell… can you explain that?
Old Timer Trader
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Here’s my problem with Apple. it definitely has a good business model. But the fact remains that it’s AI is next to nothing. Updated Siri? That’s all they have on tap and if the market analysts are correct is the only future for tech companies. They sold the phone the iPhone 16 and ask people to buy it with no AI upgrades except it maybe hopefully possibly some will come in the future. That is not promising to me.
$Baidu (BIDU.US)$$BIDU-SW (09888.HK)$played out exactly what I'd expected. profited on HK listing IV crush play, decided to let it expire. ✌️ overall, I've walked away from the dual play with a slight gain and a great lesson from managing an IV crush play gone wrong. something that I solely needed as someone who is new to the play and have racked up 3 winning streaks before the flop on the US listing
Applying moat matrix to quantum computing involves analyzing the strengths, barriers to entry, and competitive moats of players in this field across various dimensions. Here’s an example of how the moat matrix could be structured for quantum computing: 1. Technological Edge • Strong Moat: Companies with proprietary quantum algorithms, advanced quantum processors (e.g., superconducting qubits, trapped ions, topological qubits), and significant breakthroughs in quantum error cor...
$CrowdStrike (CRWD.US)$will release Q3 earnings next Tuesday (Nov. 26) after the bell, unveiling results for a quarter that included the cybersecurity company's July software update that sparked a worldwide network outage. Let's see what the stock's technical and fundamentals say ahead of the report. CrowdStrike's Fundamental Analysis CRWD's July 19 meltdown affected an estimated 8.5 million computers worldwide, leaving thousands of b...
Old Timer Trader : He sold 80 BILLION DOLLARS of AAPL stock. Just a year ago, he stated that Apple was a stock that he would never sell… can you explain that?