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 🤷🏾♂️
So is RPRX similar to FNV in that they both buy royalty participations that are already in play?
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.
Who are the “Super Investors”? Perhaps they are listed on another list or your website? Thank you.
Super investors are investors with over $100M in assets under management.
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 🤷🏾♂️