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Why Berkshire Is Sitting on Three Hundred Billion in Cash
Berkshire Hathaway's cash pile has swelled to over $300 billion, and Warren Buffett is openly struggling to find bargains in a market where he says 'everybody is preferring gambling.' Lucas and Luna dissect the implications for value investors, examine Berkshire's recent moves — including trimming Apple while adding to Chevron and Occidental — and ask whether Buffett's caution is a signal for the broader market. They also touch on the recent megacap rotation and what it means for concentrated portfolios. A sharp, data-driven conversation about cash, patience, and the…
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