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(06-05-2024, 07:30 PM)Behappyalways Wrote: 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”.
RBM, Retired Botanic MatSalleh
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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
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give. –William A. Ward
Think Asset-Business-Structure (ABS)
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20-05-2024, 08:35 AM
(This post was last modified: 20-05-2024, 08:37 AM by 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.
I am not a certified financial advisor and so nothing of what I say should be construed as financial advice. Please consult a certified financial advisor for advice instead.
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04-08-2024, 01:33 AM
(This post was last modified: 04-08-2024, 01:34 AM by specuvestor.)
(07-05-2024, 01:43 PM)specuvestor Wrote: 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
https://www.reuters.com/business/finance...ely%20grow.
I wasn’t expecting “some” to be 1/2
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give. –William A. Ward
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