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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Mark   😊 😞
Number: of 15055 
Subject: Re: Barron’s piece on Berkshire
Date: 04/29/2025 12:24 PM
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But my memory is fallible and I have no link.

Heh, same here! I searched for direct quotes by WEB on the subject and found the direct quote comparing the 10-year treasury yield to stock earnings yield a few times. But I found no direct quote regarding the much larger amount of cash after disposing of large positions.
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