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#charliemunger #BerkshireHathaway
#WarrenBuffett
#Apple
Why #WarrenBuffett missed the transformation from Hard assets to Soft assets , Why the legend never understood the transition to Software and it’s future and he underestimated the Internet to a very vast extent
#WarrenBuffett
#Apple
Why #WarrenBuffett missed the transformation from Hard assets to Soft assets , Why the legend never understood the transition to Software and it’s future and he underestimated the Internet to a very vast extent
It was 1997 and Warren was offered an opportunity to buy Microsoft stock and he said he believes MS story is pretty good in the short term , but he doesn’t see a great future in another 2 decades.
MS was trading at $16-18 at that times and has split thrice since then...
MS was trading at $16-18 at that times and has split thrice since then...
Berkshire purchased GEICO in 1995-96. It came to Warren’s attention that GEICO was paying $10 to search engine Google for every mouse click on GEICO ad
The cost of this service provided by Google was NIL
Warren couldn’t read the thesis behind this kind of income Google generated
The cost of this service provided by Google was NIL
Warren couldn’t read the thesis behind this kind of income Google generated
