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DTB writes: At 14% of Berkshire’s market cap (before taxes on gains), Apple looks like a particular Achilles’ heel. Berkshire’s major operating businesses (railroads and energy) would be hurt, but perhaps less than the market average. Insurance businesses should be ok. Any other notable vulnerabilities, if a more serious coronavirus scenario ends up playing out?

NPI has a different investing focus than BRK, but, here's a comment that has bearing on this BRK discussion?

From Denny over on NPI:

Index      YTD
DJIA 2.4%
SPX 4.3%
NASDAQ 8.5%


NASDAQ is twice SPX and four times the DJIA.


https://boards.fool.com/huge-index-divergence-34414860.aspx


and a followup observation by Denny:


https://softwaretimes.com/pics/spx-01-23-2020.gif

This picture is, like it or not, the macro stock analysis which convinced me that I should invest in growth stocks. You can do it via indexes (NASDAQ) or via certain ETFs. The odds are that you are better off with NASDAQ than with SPX. You might have less risk with SPX but at a steep price.



https://boards.fool.com/didn39t-you-point-out-a-week-or-2-ag...


:-)
ralph
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