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Major Positions
A large portion of our portfolio is concentrated ina small number of American companies such as Apple, American Express, Coca-Cola, and Moody’s – businesses we understand well, have a high regard for their leaders, and expect willcompound over decades.
--- Japan Investments > The same criteria apply to our investments in Japan, which we view as comparable to our…
Walter Bloomberg : China’s smartphone sales fell 23% year over year in January 2026, hit by a tough comparison with last year’s subsidy-driven surge and a shift in Lunar New Year timing, Counterpoint data show.
Huawei led the market with a 19% share despite a 27% sales drop, supported by aggressive trade-in offers and subsidies. Apple was the only major…
$AAPL just crossed 2.5B active devices.