Shanahan said it also would have been nice to read Buffett’s thoughts on why he is selling off Berkshire’s
IBM investment but maintaining big stakes in Wells Fargo and US Bancorp.
So the fact that Buffett didn't even bother to waste any time or energy in his annual letter to shareholders on his decision to almost completely exit his stake in IBM speaks volumes.
https://www.washingtonpost.com/business/investor-warren-buffett-says-good-deals-tough-to-find/2018/02/24/7c16f84e-1969-11e8-930c-45838ad0d77a_story.html