Subject: What Berkshire’s Greg Abel Should Do With All That
What Berkshire’s Greg Abel Should Do With All That Cash
By Steven M. Sears
Jan 21, 2026, 1:00 am EST
Sell cash secured puts.
" “A great business at a fair price is superior to a fair business at a great price,” Munger famously told Buffett, who then changed his approach and became one of history’s most successful investors.
Abel almost certainly has ideas about optimizing corporate cash, but we respectfully offer an idea that monetizes Munger’s insight in a way that many traditional stock investors fail to consider without prompting.
Abel could buy more of the great businesses in Berkshire’s portfolio at current prices, or enhance returns on the company’s massive cash position with a simple options strategy: cash-secured put sales."
https://www.barrons.com/articl...