@JonahLupton @PrefShares Why would he add to $AAPL at $230bn when he held $60bn of equity then? It was his largest position.

I agree on the $BRK undervaluation. Depending on multiples used, it's a 20-30% discount. The equity portfolio is underpriced too, as markets have risen.

https://t.co/4GHm7PZ9JY