He has a couple younger(compared to him and Charlie) managers working there now managing some of the portfolio that he admits are helping him understand some of the technology plays now. Before he stayed away as it was out of his area of expertise.
He also likes investments that allow him to increase his position over time without having to put in any additional capital. Apple with the share buybacks and dividends allows him to go from, for example, 5% to 8% without doing anything.
He also likes investments that allow him to increase his position over time without having to put in any additional capital. Apple with the share buybacks and dividends allows him to go from, for example, 5% to 8% without doing anything.
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