Warren Buffett's Apple Pie

Warren always liked it simple. Before a good day in the market, he usually orders a McDonald’s breakfast for no more than $3.17 dollars on his way to the office.


After the disclosure that he heavily increased his holding in Apple, and grabbed a 1.6 billion dollar gain in a few short weeks, he seemed to be enjoying his extra slice of Apple pie. At the same filling, Berkshire disclosed that they reduced their holding of Walmart by 90%. Warren takes a long term view and his actions always served me as a sign to learn from. The old style of retail is dead. Apple will soon be reaching the one trillion dollar capitalization.



The Largest Companies by Market Cap Today


Symbol Company Cap Rank
AAPL Apple 1
GOOGL Alphabet 2
MSFT Microsoft 3
BRK-A Berkshire Hathaway 4

Apple is not just the biggest capitalization, but their market position and growth overshadows all other enterprises. The Apple brand in China is increasing its market share as well.


Not too long ago they launched Apple Pay, which will very quickly make a lot of noise in the financial market. Through this application, they will grab a substantial part of the online payments, and Visa, Amex, and even PayPal will become a secondary operator to Apple.


Apple succeeded to win over customers from cheaper operators and keep them as loyal iPhone customers. But the secret weapon of Apple is not the apple pie Warren earned. Apple Pay will be the sweetest part of the Apple enterprise, and not just for Warren but all shareholders.


The monetization of the Apple-Pay financial data will be worth gold. Its high level of quality information will be recognized for its value more than Facebook’s social content game.


Every purchase made with an iPhone leaves valuable data behind. This data will become extremely valuable for remarketers of similar products.


Apple will be able to identify exactly who people are according to what they buy. The customer’s behavior, shopping pattern, and history will be the best marketing tool that exists. Apple will be able to create the best advertising campaigns, perfectly targeted to their iPhone users.


The humble view Warren portrays about himself and his optimistic views on the future of America is lifting everyone’s spirit. I can say that we at LEIBISH enthusiastically bet on America's future.Our head office is on the 23rd floor of 580 Fifth Avenue overlooking all the business of the street below. The prophets of doom have overlooked the all-important factor that is certain: Human potential is far from exhausted. America’s best days always lie ahead.


Our head office is on the 23rd floor of 580 Fifth Avenue overlooking all the business of the street below. The prophets of doom have overlooked the all-important factor that is certain: Human potential is far from exhausted. America’s best days always lie ahead.


View from Leibish's office in NY

The view from Leibish's office on 5th Ave, New York


Leibish Polnauer


Best regards,

Leibish Polnauer, President and Founder of LEIBISH Fancy Color Diamonds


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