Boeing Company (BA)

[bar1080]

Buffett was wrong about selling Deere and about not buying CAT or BA last year. DE did very well after BRK unloaded its position in 2017. Buffett apparently was concerned about problems in the farm sector (which turned out to be very real). Somehow Deere is still selling their products very well. Maybe outside the US.

BTW, I tried hard to learn whether Buffett/BRK ever owned Boeing. BA seems like a perfect "Buffett stock" with a very wide moat, strong financials and growth. But I've yet to find where they ever owned BA shares.

Buffett is far from perfect... but he's still the best investor in history... by far. His success stems mostly from the way he consistently uses cheap leverage. He sometimes messes up with his "stock pickin'. My own stocks have beaten his for quite a few years now.