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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: BreckHutHigh   😊 😞
Number: of 21107 
Subject: Re: CDS and hyperscaler lending
Date: 05/24/26 1:55 PM
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No. of Recommendations: 3
"free cash flow yields are under pressure. i.e., tanking. From an article elsewhere:
"Wall Street forecasts show the combined free cash flow of Amazon, Alphabet, Microsoft, and Meta could drop to around $4 billion in the third quarter. This marks a dip from the quarterly average of $45 billion since the COVID-19 pandemic."


And yet Berkshire tripled their GOOGL (+GOOG) position in Q1. Apparently they weren't concerned about their "tanking" free cash flow yield. What do they know that we don't?


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