From Zacks Investment Research: 2025-02-14 18:12:05

Welcome to Episode #396 of the Value Investor Podcast. Almost a year ago, Warren Buffett’s Berkshire Hathaway started selling Apple shares, reducing its stake by 100 million shares. This move highlights three important lessons for value investors: buy and hold forever is a myth, don’t fall in love with your stocks, and you can’t market time. Apple’s valuations have changed since Berkshire’s initial purchase, with a forward P/E of 32.3% and a PEG ratio of 2.4. American Express is now Berkshire’s second largest holding, with a forward P/E of 20 and a PEG ratio of 1.5. Visa remains a small position in the portfolio, trading at a forward P/E of 31. Coca-Cola and Costco are also part of Berkshire’s equity portfolio, with varying valuations. Tune in to the podcast for more insights on Buffett’s sales of Apple shares.



Read more at Zacks Investment Research: 3 Lessons from Buffett’s Apple Stock Sales – February 14, 2025