Buffett has said times and times again that he doesn't give two damns and never holds any such "regret moments".
He only swings at business opportunities he understands in his circle of competence. He understands logistics, banking, insurance and the strength of some brand moats, so that's where he puts his money in.
The only tech stock he and Munger said they missed was Google, because BH used Google's ads for years and years and could see how effective it was for them, and how much money it made Google.
So they admit there they could've swung, as it was in the circle of competence to analyse Google's business and numbers and yet they didn't.
But Nvidia? He couldn't care less. Or do you expect him to regret missing Cisco and Intel too because they became the highest market cap companies in the world in few years on top of internet hype.
He has been in investing how many decades now? And he has seen price go up and down enough times to know that it will happen again. And timing the market is quite hard. So more sensible thesis is to pick up those sort of strong stocks when they are very reasonably valued.
Anyone with big investment in Nvidia or Tesla and such have to ask when will it peak? As everything has a peak. And finding that one is very hard.
He only swings at business opportunities he understands in his circle of competence. He understands logistics, banking, insurance and the strength of some brand moats, so that's where he puts his money in.
The only tech stock he and Munger said they missed was Google, because BH used Google's ads for years and years and could see how effective it was for them, and how much money it made Google.
So they admit there they could've swung, as it was in the circle of competence to analyse Google's business and numbers and yet they didn't.
But Nvidia? He couldn't care less. Or do you expect him to regret missing Cisco and Intel too because they became the highest market cap companies in the world in few years on top of internet hype.