Subject: Chris Davis on CNBC
Interview yesterday:

Stock ‘selectivity’ is the investment word of the day, says Davis Advisors chairman Chris Davis
https://www.cnbc.com/video/202...

Talking his book - it's a stock-pickers market, active management coming back, lol

On the live version, IIRC, he was asked about Berkshire's cash pile. Not shown in the above video link. He had no insight.