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URL:  https://boards.fool.com/neither-conflating-nor-pretending-are-interesting-34392049.aspx

Subject:  Re: IBM the lost decade Date:  1/22/2020  12:52 PM
Author:  yeahitsme Number:  247114 of 253140

Neither conflating nor pretending are interesting.

WEB's decision to hold stupid amounts of cash has nothing to do with IBM.

Over the last 3 yrs, IBM stock is DOWN, while BRK's stock portfolio is up prob >30% & BRK's bond portfolio (the part with decent duration) is prob up about 30% also. IBM has been & still is a disaster. MOst "tech stock for people who know nothing about tech stocks" turn into disasters sooner than later.

Stop pretending. Face reality.
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