Latest Berkshire Cash $348B, +$14B since February.
Looks like Buffett hasn’t been putting all that much capital to work? Warren thinks the lows are NOT in?
This marks the 10th consecutive quarter Berkshire has been a net seller of stocks.
https://x.com/Convertbond/status/1918643462645162169
https://x.com/Convertbond/status/1918683251318677700
Dry Powder up 300% since 2022
Maybe you can take it with you.