Apple Inc.

AAPL - Apple Bury vs. Buffet (Warrens largest Holding)

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iMob losing its collective hive mind at present...

No iCar, Factories in China and India Shut-In.

Share Buybacks authorized to $90 Billion, the entire
Cash Flow of Apple.

Oh My, - promises in the Dark.

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The chart looks terrible.

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Buffet bag holding.

Bury hunting Cultists.

206K shares Held, $36M Notional (PUT) Value, 17.86% of
Portfolio.

MB takes a swing, why?

Simple, Apple is a mature company that is not innovating,
investing in CAPEX... Supply chains are not going to absolve.

Asymmetric postioning has served him very well.

ARKK ( winner )
TSLA ( loser )
APPL ( winner at present ) @ 24x EPS remains bloated

YOY performance was a warning of 4 to $8 Billion with impacts on
Chinese demand and Foreign Business, with Gross Margin comoressing.

Yeah, looks good for Dr, Bury not so hotso for the BRKA All you can eat.



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