Apple: Listen To Buffett And Hold It Like A High-Yielding Farm

Nov. 22, 2021 7:42 PM ETApple Inc. (AAPL)87 Comments


  • Buffett compared his elephant Apple position to owning a farm for the long term.
  • If you have to closely follow its day-to-day stuff or even its year-to-year yield fluctuations, you should not own it in the first place.
  • Although you do need to check that over the years that it is well tended to and hope the yields get better.
  • This article shows Apple’s R&D yield and shareholder yield are both exemplary, and that is why Buffett can be so hands-off, and more importantly, why you should too.

Apple Opens New Flagship Store In Bangkok

Lauren DeCicca/Getty Images News

The investment thesis

Warren Buffett was once asked about his Apple (NASDAQ:AAPL) position during an interview given his large and concentrated stake – even by his own standard ($125B, or 43% of his portfolio). You can see the

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** Disclosure: I am associated with Sensor Unlimited.

** Master of Science, 2004, Stanford University, Stanford, CA 

Department of Management Science and Engineering, with concentration in quantitative investment 

** PhD,  2006, Stanford University, Stanford, CA 

Department of Mechanical Engineering, with concentration in  advanced and renewable energy solutions

** 15 years of investment management experiences 

Since 2006, have been actively analyzing stocks and the overall market, managing various portfolios and accounts and providing investment counseling to many relatives and friends.

** Diverse background and holistic approach 

Combined with Sensor Unlimited, we provide more than 3 decades of hands-on experience in high-tech R&D and consulting, housing market, credit market, and actual portfolio management. We monitor several asset classes for tactical opportunities. Examples include less-covered stocks ideas (such as our past holdings like CRUS and FL), the credit and REIT market, short-term and long-term bond trade opportunities, and gold-silver trade opportunities. 

I also take a holistic view and watch out on aspects (both dangers and opportunities) often neglected – such as tax considerations (always a large chunk of return), fitness with the rest of holdings (no holding is good or bad until it is examined under the context of what we already hold), and allocation across asset classes.

Above all, like many SA readers and writers, I am a curious investor – I look forward to constantly learn, re-learn, and de-learn with this wonderful community.

Disclosure: I/we have a beneficial long position in the shares of AAPL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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