stake in $AAPL
was first announced, we ventured that it was $AAPL
, not $IBM
, the tech company Warren should be buying to be true to his own philosophy.
We now venture that $GOOG
may be the next if it remains selling at current depressed price for long.
After all, Warren understands the advertising business from past local newspaper holdings. Even more, he experienced in 1st person how online stole away that wonderful high margins business.