technology companies

“I mean, one critique you could make of Buffett is he just totally ignored technology, and technology not only became much more pervasive, but I also think that, I mean, he's an incredibly smart guy, and he understands lots of different elements of business, an…”

“Don't be surprised if technology companies become much larger in the future, because what you produce is something very different.”

“Is that those stories and studying the LVMHs, the Costcos, the Nikes of the world, if anything, that's like even more important than studying the great technology companies for building a great technology company.”