Post #11892 by hclasvegas on the Berkshire Hathaway board

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤

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" Summary
Berkshire Hathaway had a good year in 2024, helped by the good return on Treasury Bills added as Buffett sold well over a hundred billion dollars in stocks.
The Buffett Shareholder letter gave praise to his five Japanese trading companies and saluted the great year in P/C insurance, also citing the future successor for ability to make large acquisitions.
Reading between the lines, the huge cash position and absence of buybacks show a very bearish view of the equity market as a whole.
The huge sales demoting Apple to a moderate position come from desire to raise cash and Apple's priceyness; there is no mention of sales of BAC, so we must wait."

https://seekingalpha.com/article/4761209-berkshire...

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