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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: Mark   😊 😞
Number: of 15058 
Subject: Re: Some Thoughts - Maybe Too Many
Date: 09/19/2024 4:08 PM
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They’re buying nothing.

This is clearly the case ... and is somewhat worrisome. I think there are a few reasons for it:

1. I think they've decided that any smaller purchase (under $5-10B) won't even move the needle, so why bother. If they buy $5B of something, they would have to buy 60 positions to use up the $300B, and then they pretty much become a mutual fund of sorts.
2. They want a BIG deal, or a few big deals. So maybe buy all of Chubb ($50B), or buy the rest of Oxy ($50B), etc.
3. They see nothing particularly attractive right now, or more accurately no attractive prices for what they think the business is worth.

#3 is the worrisome one.
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