Suckers Rally? Berkshire’s Revealing 13F: Buffett Didn’t Buy The Dip – Didn’t Add To Apple, Sold Oracle, Bought Banks
via seekingalpha: Despite the brief mini-bear of Q4 Berkshire’s stock buys exceeded sells by less than $1 billion despite a $100 billion cash position. The fact that Buffett didn’t buy the dip is important information. He did, however, make adds to six large banks, swamping all other actions on the buy side. Despite its large decline, … Read more