The Bill Gates selloff realy stood out to me. Selling 65% of Microsoft while AI capex is projected to eat up 80% of free cash flow by 2026 feels like a warning shot. If these massive AI investments dont deliver returns soon, we could see a signficant market correction.
That's a fair point.While the core principles are timeless, the recent portfolio moves do raise questions about how directly involved Buffett is in every decision. It seems the roles of Ted and Todd are getting way more pronounced than ever 🤷🏾♂️
The Bill Gates selloff realy stood out to me. Selling 65% of Microsoft while AI capex is projected to eat up 80% of free cash flow by 2026 feels like a warning shot. If these massive AI investments dont deliver returns soon, we could see a signficant market correction.
So is RPRX similar to FNV in that they both buy royalty participations that are already in play?
That's a fair point.While the core principles are timeless, the recent portfolio moves do raise questions about how directly involved Buffett is in every decision. It seems the roles of Ted and Todd are getting way more pronounced than ever 🤷🏾♂️