(May 7, 2018) By early 2018, Warren Buffett has substantially increased Berkshire’s holdings in Apple—and sold off most of its IBM stock. On CNBC’s “Squawk Box,” he admits he “was wrong” when he bought IBM—but he’s more confident in Apple and the psychological hold the company has over its consumers.
(August 30, 2017) In a live interview on CNBC’s “Squawk on the Street,” Warren Buffett concedes he made a mistake when he bought IBM, explains why he thinks Apple is different, predicts Berkshire will keep its Bank of America stock for a “long, long time,” and declines to criticize President Trump.
(May 6, 2017) Warren Buffett analyzes the differences between two names he’s bought for Berkshire Hathaway’s portfolio that are often seen as technology companies, an area he used to avoid.
(February 29, 2016) Almost five years after diving into IBM, the stock has dropped significantly. (At the end of 2015, Berkshire’s position are down about $2.6 billion in market value.) On CNBC’s “Squawk Box” in February, 2016, Buffett concedes he might have made a mistake.
(May 4, 2015) In a live appearance on CNBC’s “Squawk Box” the Monday morning after Berkshire’s 2015 shareholder meeting celebrated 50 years of Warren #Buffett in charge at #Berkshire, he defends Clayton Homes against predatory lending accusations and explains his long-term optimism on IBM. The CEOs of Berkshire’s four biggest stock stakes discuss what it’s... Continue Reading →
(May 5, 2012) Warren Buffett’s IBM investment sparks speculation he might look at other tech companies. But #Buffett tells shareholders that while Google and Apple are “extraordinary companies,” he wouldn’t want to invest in them.
The Warren Buffett Way 