Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
How Berkshire's Cash Hoard Is Now Working for Shareholders
Berkshire Hathaway's earnings rose last quarter, and CEO Greg Abel is starting to deploy the massive cash pile Warren Buffett built up. In this episode, Lucas and Luna unpack what that deployment looks like, why it matters for concentrated portfolio investors, and how the stock's three percent weekly gain to five hundred thirty-two dollars reflects a shift in the market's perception. They also discuss the broader rotation into value stocks, with the Russell 2000 lagging while the NYSE composite is up, and what it means for stock pickers looking for durable compounding. With a…
The skinny
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