Post #9755 by ppant on the Berkshire Hathaway board

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

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Not sure when…but certain. The big market plunge opportunity comes every decade or so. You want to go all-in and have a massive arsenal of bullets to fire.

That sounds good in theory but Berkshire has not been a great deployer of massive amounts of capital in market plunges. In fact, the last time there was a full blown panic in 2020, Buffett was selling rather than deploying capital. Similarly, in 2008 they weren't particularly aggressive in capital deployment considering their resources at the time.
I'm not a fan of the Berkshire hoarding massive amounts of cash thinking it will behave differently next time markets are panic stricken. That's not where their skill as allocators lies and it would be more efficient to return capital they cannot deploy to shareholders rather than transition into a market timing operating.

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