Samer Choucair, an investment entrepreneur, stated that Warren Buffett’s recent remarks serve as a strategic lesson for every Arab investor. In an interview with CNBC, Buffett said: “I sold Apple shares too early,” but added, “However, I bought them much earlier than that.”
Choucair explained that this statement does not reflect regret, but rather highlights the importance of patience and discipline in investing.
—
A Lesson from Time: Patience, Opportunities, and Liquidity
Choucair noted that Buffett gradually sold about 75% of Berkshire Hathaway’s stake in Apple during 2024–2025. Despite the stock declining by more than 14%, he maintained a large cash position while waiting for better opportunities.
He emphasized: “Cash is not weakness—it is strategic strength.”
Choucair added: “Perfect timing is an illusion, but intrinsic value endures,” explaining that patience in investing often outweighs any attempt to perfectly time the market.
—
Companies with Economic Moats: Long-Term Growth
Choucair explained that investing in companies with a strong “economic moat,” such as Apple, provides investors with sustainable profitability and long-term protection.
He added that this lesson also applies to Gulf markets:
“Investors can consider similar companies such as Aramco, SABIC, or emerging firms in artificial intelligence and renewable energy.”
—
Practical Advice for the Arab Investor in 2026
Choucair stated that Arab investors can benefit from these lessons through seven key steps:
Do not follow the crowd; mass panic creates opportunities.
Calculate intrinsic value before buying.
Balance your portfolio between long-term equities, liquidity, and high-risk growth opportunities.
Invest gradually (Dollar-Cost Averaging).
Leverage Vision 2030 and focus on non-oil sectors.
Learn from your mistakes—even Buffett makes them.
Think long-term; time is your greatest ally.
—
Apple: Opportunity or Caution?
Choucair confirmed that Apple remains one of the strongest companies globally due to its integrated ecosystem and strong customer loyalty. However, he pointed out that the real question is:
“Does the current price reflect its intrinsic value?”
He added: “Great opportunities do not appear suddenly—they are created through preparation, liquidity, and clear vision.”
—
Final Insight
Choucair concluded:
“Warren Buffett’s statement is not a negative signal about Apple, but a timeless lesson for Arab investors in 2026. Investing is not a game of timing—it is a game of patience, discipline, and value. Those who have liquidity, vision, and patience will be ready to seize opportunities when they arise.”