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Author: palmersq   😊 😞
Number: of 54 
Subject: Re: WOW 325 BBILLION cash,
Date: 11/02/2024 11:57 PM
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I susepct the dynamic that will play out over the next decade is that some of these existing megacorps are going to encounter operational problems that their size and arrogance insulated them from correcting before issues snowballed. At that point, divestitures will become more common as existing owners unload businesses they've forgotten how to operate efficiently. At that point, BRK will have opportunities but they will be far riskier than BRK's prior diet. Instead of buying up well-operating mid-sized businesses with strong management, these divestitures will reflect neglected businesses with inefficiencies, operational issues and potentially incompetent management.

This is what I don't understand. Yeah, it's a story ("suspect") but it is barely one of many possible scenarios. What is the confidence level where the story will play out more or less along the line as described? And because of such concern Buffett was willing to pay a huge tax tab to bat? At the very least there has to be much more to it, I suspect.
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