In my previous article, I took the chance and reflected upon what I learned, and how my thoughts have changed since I wrote the twoIBM (IBM) articles during 2014. I wrote the following provocative statement towards the end of the article: “I’m not sure how many investors would have bought IBM if Berkshire Hathaway (BRK.A)(BRK.B) had not been a shareholder.” The reason why I made this statement was hinted in my conclusion sentence of the article: IBM’s business is too complicated and t...
In my previous article, I took the chance and reflected upon what I learned, and how my thoughts have changed since I wrote the twoIBM (IBM) articles during 2014. I wrote the following provocative statement towards the end of the article: “I’m not sure how many investors would have bought IBM if Berkshire Hathaway (BRK.A)(BRK.B) had not been a shareholder.” The reason why I made this statement was hinted in my conclusion sentence of the article: IBM’s business is too complicated and t...
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