Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
Why Berkshire Hathaway Is Quietly Building a Cash Fortress in 2026
In this episode of Stock Picking with Fexingo, Lucas and Luna dive into Berkshire Hathaway's latest cash hoard—now over $350 billion—and what it signals for value investors in mid-2026. With the S&P 500 hovering near 7,430 and small caps surging 3.1% in the past week, why is Warren Buffett's firm sitting on record liquidity? Lucas breaks down the implications for the broader market, including the recent IPO frenzy around SpaceX and the tech sell-off that has hit Apple, Microsoft, and NVIDIA. He explains how Berkshire's cash position acts as a contrarian indicator and what it…
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