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re: RIP to the greatest investor of all time, Jim Simons
Posted on 5/10/24 at 10:32 pm to Stateguy
Posted on 5/10/24 at 10:32 pm to Stateguy
quote:
this article implies otherwise
Maybe I misread it but without Apple BRK would really be lagging the market the last decade.
Warren has largely made his money in the first 30 or so years of his career, but many of his investments sans-Apple since 2000 have been questionable. Look at something like KO which has been a dog for a long time - Bill Ackman even questioned him about KO in the late 90s/early 00s about it at an annual meeting and Warren wouldn’t budge from it. Ackman was right though.
Good news is you only have to be right on one or two for it to matter.
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