Warren Buffett’s Love Affair with Apple: The Second Giant in Berkshire’s Portfolio
In a recent letter to shareholders, the legendary investor couldn’t resist raking in praise for Apple, calling it a “runner‑up giant” among his elite quartet of holdings.
Apple versus the Insurers
Although Apple dominates consumer tech, it sits just behind a “cluster of insurers” that Berkshire owns whole-heartedly.
Buffett’s Take on Apple
- He proudly brands Apple as a “runner‑up giant.”
- The description is less a boxing match and more a nod to the company’s towering presence in the market.
- His mix of affection and humor shows that his endorsement goes beyond mere dollars and cents.
Why This Matters
Buffett’s words carry a lot of weight—when he champions Apple, investors feel the tug of his confidence. That places Apple squarely in the second seat of Berkshire’s “four giants” of value.
And in his heartfelt tribute, Buffett reminds us that money and emotion can collide in surprisingly delightful ways.
Warren Buffett Plays the Apple Game: A Tiny 0.16% Upswing That’s Worth a Fortune
Warren Buffett’s Berkshire Hathaway just bumped its stake in Apple from 5.39 % to 5.55 %. It’s a tiny lift—only 0.16 % more—yet the math behind it is nothing short of spectacular. For every 0.1 % you own, the share price boom can translate into roughly $100 million of extra cash for shareholders.
Tim Cook: The Apple Maestro
- “Fantastic manager.” Buffett applauds Cook’s knack for turning brilliant ideas into tangible results.
- “Brilliant CEO.” The legendary chief executive’s leadership style lifts everyone—from factory floors to the boardroom.
- He’s credited with turning Apple into a dividend machine, paying out a tidy $785 million in shareholder returns.
Apple’s Financial Slice
When Buffett says it’s “only Apple dividends that were used in GAAP earnings,” he simply means the company’s core profits of $5.6 billion aren’t inflated by anything extra. It’s pure, hard-earned earnings delivered straight to the bottom line.
Bottom line? Berkshire’s modest uptick in Apple ownership is a smart, profitable move—turns out a little extra 0.16 % can keep the money flow humming strong. Cheers to that!
