Understanding Buffett's $80 Billion Apple Windfall | Wharton Online Lecture

I gave a presentation on December 16, 2024 to explain Buffett's original investment in Apple and why he started to sell his position in March 2024, using the Value of Growth (VoG) tools and Italian Cookie valuation methodology. #pauljohnson, #valueofgrowth, #valueinvesting, #growthinvesting, #columbiabusinessschool, #fordhamuniversity, #gabellischoolofbusiness, #valuation, #competition, #excessreturns, #ROIC, #warrenbuffet, #berkshirehathaway, #charliemunger, #trading, #investing, #stocks, #apple, #stevejobs, #timcook, #iphone, #ipad, #technology, #innovation