Subject: Re: brk, the bullish case today,
" 350-400 billion in cash ,AI opportunities with operational side and stock portfolio."
Good morning, can you name a public company that isn't going to benefit from " Ai opportunities", going forward? Is brk uniquely positioned to benefit more than others?
350-400 billion in cash is a fancy way to say, brk has been allocating cash very poorly for the past 15 years, no?
We have no choice at this point but to reposition brk to attract new buyers. IF and when Greg is in control, that's what our BODS will do.
It might not happen in Buffett's lifetime, stay healthy bud so it happens during ours.