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Why Warren Buffett is SELLING APPLE! #stockmarket #technology #apple #allinpodcast #investing

March 11, 2024 / 00:48

This episode discusses Warren Buffett's changing perspective on Apple, comparing it to his past views on Wells Fargo. Key topics include Buffett's annual letter mentions, investment strategies, and future predictions for Apple.

The conversation highlights how Buffett's mentions of Apple have decreased significantly, indicating his disengagement from the company. The last time a similar pattern occurred was with Wells Fargo, which Buffett once held in high regard.

Listeners learn about the implications of this trend for Apple's future, with predictions suggesting potential challenges over the next five to ten years unless significant changes occur.

TLDR

Warren Buffett's declining mentions of Apple signal potential challenges ahead for the company.

Episode

0:48
00:00:00
you can tell when Buffett has gotten disengaged with a company based on the number of times he mentions it in his
00:00:06
annual letter this is the number of times Apple was mentioned he went from basically saying Apple was the absolute
00:00:13
endall and Beall and it's gone from basically a bunch of times to almost none what's interesting about that is
00:00:18
the last time that that happened was with drum roll Wells Fargo over 15 and 20 years Buffett built up a huge
00:00:26
position until he realized that that company was not really one of his forever stocks and the number of times
00:00:32
it was mentioned in his letter went to zero so I think this Buffet index is a really important one for Apple which is
00:00:37
it went from a forever holding that he said he would own forever to barely getting mentioned unfortunately it
00:00:43
speaks for a very bad next 5 to 10 years for this company unless they figure something out

Episode Highlights

  • Buffett's Apple Index
    Warren Buffett's decreasing mentions of Apple signal potential trouble ahead.
    “It speaks for a very bad next 5 to 10 years.”
    @ 00m 43s
    March 11, 2024

Episode Quotes

  • Buffett's mentions of Apple have plummeted.
    Why Warren Buffett is SELLING APPLE! #stockmarket #technology #apple #allinpodcast #investing
  • It speaks for a very bad next 5 to 10 years.
    Why Warren Buffett is SELLING APPLE! #stockmarket #technology #apple #allinpodcast #investing

Key Moments

  • Buffett's Disengagement00:02
  • Apple's Decline00:37
  • Future Concerns00:43