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A comment on Berkshire halves Apple stake, boosts cash to $277B as it gets 'defensive'. Parent comment

Re:Berkshire halves Apple stake, boosts cash to $277B as it ... by dtech on Sunday August 04, 2024 @03:05PM (#41155564)
You're making the classic mistake that thinking a company makes a good product they're a good stock. If the stock has sky high expectations and the company does "only" very good, the stock might still fall.
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Re:Berkshire halves Apple stake, boosts cash to $277B as it ... by freedomben on Sunday August 04, 2024 @03:22PM (#41155659)
> You're making the classic mistake that thinking a company makes a good product they're a good stock. If the stock has sky high expectations and the company does "only" very good, the stock might still fall.

Disagree with the first sentence, fully agree with the last. My read/feel on expectations right now is that Apple has generally lower expectations from institutional investors than what is warranted, certainly from Berkshire. Berkshire certainly isn't bailing, but there's clear indications that Apple isn't expected to be the rocket ship they previously thought it would be.

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