There are many friends on Twitter, and the viewpoints analyzed are not necessarily correct, including mine. However, all observers should use these analyses to develop their own logic and judgment. No one is always right, but continuous learning can improve one's chances of making money. Only looking at results will inevitably lead to both gains and losses; for a certain period in history, Buffett's holdings were all in the red.

But if we look at it over a longer time frame, it turns out to be profitable. For example, after Buffett sold Apple, the stock still rose for two months. However, due to tariffs, Apple then entered a significant decline. From the former perspective, it seems Buffett sold too early, but from the latter perspective, he made a profit.

The simplest way is to copy homework, but merely copying might lead you to question yourself. At the very least, you should understand why you are doing it while copying, or just copy mindlessly without asking questions.

According to this viewpoint, Buffett is still wrong because the cash he holds has reached a historical high, and the latest financial report did not show a large-scale "bottom fishing" in U.S. stocks. On the contrary, the company continues to maintain a net selling strategy for stocks, marking the tenth consecutive quarter of net selling operations.

If the market is reversing, then Buffett is also wrong. Since Buffett is wrong, and I am wrong, it’s not embarrassing, is it?

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