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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: LongTermBRK 🐝  😊 😞
Number: of 12641 
Subject: Re: BHE-BYD update
Date: 11/05/2024 6:18 AM
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No. of Recommendations: 10
<<How deeply are we thinking on China?>>

Tex, I think you answered your question with this question. Buffett just a few days ago addressed his stockpiling of cash with comments about high domestic equity valuations amidst the “international situation”.

China, we know, was a source of major disagreement between Buffett and Munger. I also believe there are other issues related to the fragility and interconnectness of global finance and economies today. We speculate a lot about Post Buffett Berkshire. We may be looking at something nearly as significant: Post Munger Berkshire.

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