Warren Buffett sells his Oracle shares, retains $44B investment in Apple

Re:Warren Buffett sells his Oracle shares, retains $44B inve... by ck425 on Saturday March 02, 2019 @03:12PM (#19290935)

Outside of China they're not paying for the brand. They're paying for the iOS eco system and that's still a valuable moat. It remains to be seen if a super app such as WeChat will emerge in other markets but until/unless it does Apple have a pretty strong moat.

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Re:Warren Buffett sells his Oracle shares, retains $44B inve... by fauigerzigerk on Saturday March 02, 2019 @04:13PM (#19291198)

I don't believe that this huge difference in margins is purely down to pragmatic considerations anywhere in the world.

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