Berkshire Hathaway, long known for its conservative investments, now has significant exposure to AI through major holdings in Apple and Amazon. While trimming its Apple stake, it remains heavily invested in the tech giant. Amazon, via AWS, represents a dynamic AI growth play, reflecting a strategic pivot in Berkshire’s portfolio.
Paul Black’s 3 thumb rules for identifying great wealth creators
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise widening moats,