> You can also make a very reasoned argument that Apple isn't a (pure) tech company.
I cannot envision what this argument could be and be congruent with my working definition of “tech company”.
> When people say Berkshire diversifies you away from tech, they mean that you are diversifying away from the dozens of tech companies in SPY of varying quality.
I can see that as a possibility. I did, possibly erroneously, assume in the original post I replied to that tech was shorthand mostly for MAMAA, so I guess we would need voidfunc to weigh in on what they meant.
I cannot envision what this argument could be and be congruent with my working definition of “tech company”.
> When people say Berkshire diversifies you away from tech, they mean that you are diversifying away from the dozens of tech companies in SPY of varying quality.
I can see that as a possibility. I did, possibly erroneously, assume in the original post I replied to that tech was shorthand mostly for MAMAA, so I guess we would need voidfunc to weigh in on what they meant.