No. of Recommendations: 3
Summary
Berkshire Hathaway's cash pile has surged to a record of over $320 billion, driven by stock sales, notably AAPL, and limited significant new investments.
Cash is not as high when measured against the size of the balance sheet, standing at a similar level as in 2005, when cash rates were also at a peak.
Cash continues to accumulate while its own valuation remains robust, raising questions about future capital allocation and even of potential dividends.
For long-term holders, the main risk is future capital deployment post-Buffett, emphasizing the importance of preserving Berkshire's unique culture and trust-based system.“
https://seekingalpha.com/article/4758261-berkshire...