Apple: CEO Changes, But Double Compounding Does Not

Apple Inc. remains Berkshire Hathaway’s largest holding, reflecting confidence in its compounding power and strategic positioning. In the meantime, AAPL continued consistent growth in FQ3 2026 earnings and confirmed a CEO transition to John Ternus. I am confident about the new leadership to preserve the company's well-established earning power and shareholder return mechanisms. Valuation is at a premium relative to close peers, but I keep seeing favorable alpha potential with its double compounding mechanism combining EPS growth and aggressive share repurchases.