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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: 05/25/26 10:27 AM
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"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?

How to invest with a long time frame?"


And more specifically, maybe they think there will be a decent return on the massive amount of capital being deployed, which in turn is causing cash flow yield to "tank" in the short term?
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