Those seem like valid suppositions, but I do think you're missing a big variable.
(I think) you only take into account the US Market but the emerging world is late to the party and should represent a big piece of the pie. It hasn't reached majority tech adoption nor is it no longer hip.
That said, I also think its a loosing move because of the downwards trend in AAPL stock- bit that's only layman's conjecture. I guess it depends for how long they want to hold it.
Buffett and his managers aren't concerned about the stock price "trend," they're looking at the stock price in relation to the intrinsic value of the equity. With that said, I'd bet Todd Combs made the investment and he does trade more frequently than Buffett and Ted Weschler.
(I think) you only take into account the US Market but the emerging world is late to the party and should represent a big piece of the pie. It hasn't reached majority tech adoption nor is it no longer hip.
That said, I also think its a loosing move because of the downwards trend in AAPL stock- bit that's only layman's conjecture. I guess it depends for how long they want to hold it.