Mark Hake
May 20, 2022

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As for your comment about Buffett buying more, he could end up losing a lot of money. I have written numerous critical articles about Buffett and Munger. He is now super overextended in a tech stock that is deep outside of his comfort zone and ability to understand. Otherwise why would he not have not bought Microsoft a long time ago. Nevertheless, he and Munger make capital allocation mistakes all the time. This is likely to be one of them.

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Mark Hake
Mark Hake

Written by Mark Hake

CFA, MBA, and former hedge fund manager and investment research firm owner. Email me at mrhake@gmail.com if you have writing/research projects.

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