Berkshire Hathaway

[Behappyalways]

Warren Buffett: 'If you're lucky in life, make sure a bunch of other people are lucky too'
https://m.youtube.com/watch?v=ryo_MmXSrxk


Buffett: If you copy the right people, you will be 'off to a great start about living your life'
https://m.youtube.com/watch?v=1KXufM2A7v0


Buffett on Berkshire's $188 billion cash pile: 'We only swing at pitches we like'
https://m.youtube.com/watch?v=b0s6ULivzrg


Warren Buffett: Find the job that you would like to have if you did not need a job
https://m.youtube.com/watch?v=lHlepG2T6V8

[Behappyalways]

Waiting....


Berkshire cash hoard at a record US$189 billion as earnings gain
https://www.theedgesingapore.com/news/we...nings-gain


波克夏寧可抱現1889億美元!市場憂看空美股 打開潘朵拉之盒?巴菲特稱AI像核武感到害怕｜非凡財經新聞｜20240506
https://m.youtube.com/watch?v=bqOdXDwAB2I

[RBM]

Waiting....


Berkshire cash hoard at a record US$189 billion as earnings gain
https://www.theedgesingapore.com/news/we...nings-gain


波克夏寧可抱現1889億美元!市場憂看空美股 打開潘朵拉之盒?巴菲特稱AI像核武感到害怕｜非凡財經新聞｜20240506
https://m.youtube.com/watch?v=bqOdXDwAB2I

I find Buffett’s remarks on Berkshire’s Cash Pile telling. He needs to find something sufficiently attractive to invest in - he’s finding that a major challenge. So he grows his war-chest. Sometimes the very best investment decisions start with “no”.

[specuvestor]

Part of the cash pile is from selling Apple. Interesting he digress to taxes and said it is likely to rise and concluded that he wouldn't mind selling some Apple

[Behappyalways]

Berkshire's Growing Cash Pile Has A Hidden Message On Stocks
https://www.zerohedge.com/markets/berksh...age-stocks

[Behappyalways]

Reminder to myself


If an old man in his 90s can wait patiently for the right opportunity, why can't I...

Warren Buffett: 'If you're lucky in life, make sure a bunch of other people are lucky too'
https://m.youtube.com/watch?v=ryo_MmXSrxk


Buffett: If you copy the right people, you will be 'off to a great start about living your life'
https://m.youtube.com/watch?v=1KXufM2A7v0


Buffett on Berkshire's $188 billion cash pile: 'We only swing at pitches we like'
https://m.youtube.com/watch?v=b0s6ULivzrg


Warren Buffett: Find the job that you would like to have if you did not need a job
https://m.youtube.com/watch?v=lHlepG2T6V8

[Behappyalways]

Is Buffett's Cash Hoard A Market Warning?
https://www.zerohedge.com/markets/buffet...et-warning

[weijian]

I reckon when BH reached its first 50 billion cash milestone, there were plenty of talk of market warnings. And then warnings came out again at 80billion, 100billion, 150billion....And during all these "cash-hoard periods", were there any better times to buy or sell?

Berkshire Hathaway (BRK-B) - Cash on Hand
https://companiesmarketcap.com/berkshire...h-on-hand/

From the last 22 years, BH's cash ranged between 25-45billion for the 1st ~11years before it started to increase considerably in the next ~11years. So we could say there are 2 periods. Was the 1st period (2001-2012) or the 2nd period (2013-2023) a better time to invest? Or on hindsight, which period gave better returns?

Hint: it was well known that S&P500 had a lost decade at the turn of the millennia

I am not certain if BH's cash hoard is highly correlated to market valuations, as a result of robust causation. But I am certain we are using observations to fit our conclusions.