Sunday, February 3, 2019

Apple shares (Warren Buffett, Berkshire,Tom Murphy)


https://www.forbes.com/sites/chuckjones/2018/05/05/warren-buffetts-berkshire-hathaway-owns-almost-5-of-apple/#79ab78c264f9

Where Berkshire ranks vs. other institutional investors

By owning 240 million shares, Berkshire should be the third largest holder of Apple shares behind Vanguard at 348 million and Blackrock at 319 million (both of these holdings were as of December 31, 2017).

The following data is also as of the end of last year, but if Berkshire didn’t make any large divestitures the rankings of its second to fifth largest investments.

Wells Fargo: Largest holder with over 9% of the shares
Kraft Heinz: Largest holder with almost 27% of the shares
Bank of America: Largest or second largest with 6.5% of the shares
Coca-Cola: Largest holder with over 9% of the shares

https://www.streetinsider.com/dividend_history.php?q=AAPL


Warren Buffett on Apple, the Fed, Campbell and buybacks
https://www.youtube.com/watch?v=xT_QfPal0Uw
https://www.youtube.com/watch?v=xT_QfPal0Uw
CNBC Television
Published on Aug 30, 2018

branded packaged goods is a great business to be in, in terms of return on tangible assets, but they're are not a sensation business in terms of where you can be five to ten years from now 

there should be margin of error in calculation 
we are running the business for the people who is going to stay, not for the people who is going to leave 

https://www.streetinsider.com/Fed/Buffett+Praises+Feds+J.+Powell/14563342.html
(Updated - August 30, 2018 11:06 AM EDT)

Warren Buffett Interview Begins on CNBC
Stocks Look Better Than Bonds - Buffett
Buffett was Buying Stocks This Morning
Buffett Says He Bought Just a Little Apple (Nasdaq: AAPL), Would Like Them Cheaper
iPhone's Utility to People is Enormously Underpriced
Very Hard to Offer Significant Premium in Packaged Goods - Buffett
Berkshire Hathaway (NYSE: BRK-A) Bought Back A Little Stock - Buffett
Buffett Praises Fed's J. Powell
Buffett Likes Quarterly Report, Doesn't Like Guidance
Sees some costs increases
Interview ends

https://en.wikipedia.org/wiki/Thomas_Murphy_(broadcasting)

https://qz.com/273797/tom-murphy-taught-warren-buffett-how-to-manage-a-company/

https://duckduckgo.com/?q=what+is+so+interesting+about+Thomas+Murphy+that+warran+buffet+likes+him&t=hm&ia=web

interview with Tom Murphy by Amy Blitz, hbs director of media development for entrepreneurial 
https://drive.google.com/open?id=1vLl8_gQOD_SO5sAGrPkp4tzydEQVD7Va

the outsiders: eight unconventional ceos and their radically rational blueprint for success, william n. thorndiks, jr.
harvard business review press, boston, massachusetts  
2012
https://drive.google.com/open?id=1QkrT91IGXGzavq5pf3n4l3laGx8cKHmX

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