Agree completely w/ Ur take on China. They have made another „bet“ imho that reducing their Taiwan exposure Lowe’s the KLUMPENRISIKO BH shareholders have should 🇨🇳 🇹🇼 issues heat up beyond „showboat“ exercises by 🇨🇳
However, BH shareholders remain nonetheless at extreme risk in the event of ongoing dispute which will indeed occur short of all our war. Having this risk along w/ the extraordinary weighted risk BH has already in Apple is putting a new definition on „placing all your eggs in one basket“. Indirectly, Xi has influence over US by making Apples 🇨🇳 business difficult. Expect him to use it. Warren & Charlie made a mistake on Apple in allowing their returns to trump the risk.
Re the first question, I would have rather used 2050 - 2060 vs the prior decade.
Agree completely w/ Ur take on China. They have made another „bet“ imho that reducing their Taiwan exposure Lowe’s the KLUMPENRISIKO BH shareholders have should 🇨🇳 🇹🇼 issues heat up beyond „showboat“ exercises by 🇨🇳
However, BH shareholders remain nonetheless at extreme risk in the event of ongoing dispute which will indeed occur short of all our war. Having this risk along w/ the extraordinary weighted risk BH has already in Apple is putting a new definition on „placing all your eggs in one basket“. Indirectly, Xi has influence over US by making Apples 🇨🇳 business difficult. Expect him to use it. Warren & Charlie made a mistake on Apple in allowing their returns to trump the risk.
Great insights!
Great questions, hoping for at least the first to be addressed. Thanks on behalf of a fellow owner.