Conspiracy Theories

Two of the investing kingpins are in the news this week for different reasons.  Warren, obviously, for his annual meeting.  Carl, on the other hand, stole some of the thunder with his announcement yesterday that he exited his Apple position.  I’ll get back to Warren in a minute, but over the years have come to realize that rarely is a given act random.  Most times it’s calculated, particularly when significant amounts of money are at stake.  So I look for the hidden agenda, or for lack of a better term, the Conspiracy Theory.

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