Subject: Re: Buffett must be filled with joy about this,
(The most recent disclosure of Bank of America stock sales was in early October, so the value of the holding on September 30 will not reveal if Berkshire has continued to sell after its stake fell below 10%, relieving it of the obligation to promptly report additional moves.)



We'll also be looking to see the extent of Berkshire's stock buybacks, which have slowed as its shares have gained, and the size of its cash pile, which was a record $277 billion as of June 30.



Operating earnings, which don't include paper gains or losses on its equity holdings, are expected to drop 1% to $10.5 billion according to the FactSet consensus, in part due to insurance losses from Hurricane Helene and other storms."


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