CNBCさんのインスタグラム写真 - (CNBCInstagram)「An off-brand move to pile into Apple shares might have been Warren Buffett’s greatest trade ever. ⁠ ⁠ Berkshire Hathaway’s Apple stake — which is now 40% of its equity portfolio — is up a whopping $40 billion since the market bottom in March. The investment in the tech giant played a crucial role in helping the conglomerate weather the coronavirus crisis as other pillars of its business, including insurance and energy, took a huge hit.⁠ ⁠ Investing in such a high-flyer seemingly defies Buffett’s well-known value investing principles. Since 2016, the “Oracle of Omaha” ditched his usual aversion to tech and increased his bet to 245 million shares, now worth more than $95 billion, to become Apple’s second largest shareholder, only behind Vanguard.⁠ ⁠ “Had he stuck to his guns and only bought value stocks, that portfolio would not have done as well,” Cathy Seifert, a Berkshire analyst at CFRA Research, said. “At the end of the day, shareholders are going to applaud this move.”⁠ ⁠ Details at the link in bio.」7月17日 20時01分