Buffett's Apple investment as a Sun Tzu strategy
The bull case presented for Warren Buffett's investment in Apple is that it represents the ultimate expression of a Sun Tzu-style strategy, combining massive capital deployment with minimal downside and extraordinary upside.
The argument
The speaker argued that the Apple trade was the greatest ever because it was executed in the public eye with a highly visible, widely understood consumer brand. Unlike activist campaigns or obscure international investments, it demonstrated pure strategic skill by putting a massive portion of Berkshire Hathaway's investable assets to work with a highly asymmetric risk-reward profile.
Hear it yourself
"Because I do think that a lot of Buffett's career really does you know, from from when he gets control of Berkshire Hathaway as, a net net sub liquidation value with a whole lot of, like, busted assets that aren't worth much, and then transforming that into where Berkshire Hathaway is today as the most valuable company in the planet by…"
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