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From:
basehitinvesting.substack.com
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Thoughts on Buffett Selling Apple - by John Huber
https://basehitinvesting.substack.com/p/thoughts-on-buffett-selling-apple
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His investment decisions are not economic or market predictions, but just a byproduct of the huge size of his portfolio and how few stocks he can buy. Below is an estimate of his investment universe.
