BRK.B
💰 Warren Buffett’s significant cash position and reduction in Apple holdings signal a defensive strategy amid market uncertainty.
📉 Berkshire Hathaway’s stock (BRK.B) experienced declines along with the market, reflecting broad selling pressure.
💧 Despite market drops, Berkshire Hathaway is highlighted as having substantial liquidity, positioning it well for potential opportunities or further downturns.
@marcosemmimfp:
“How did Warren see it? Another one asks how Warren saw it. Look, what geniuses. I think not. I think Warren saw other things. He didn’t see this. He didn’t imagine this. Because many are saying, ‘He wasn’t prepared.’ If they didn’t know the policy that Trump was going to implement… The friend Warren was seeing economic problems, which indeed exist, and this accelerated everything. This tariff issue accelerated everything. Max said, ‘Well, what’s the excuse? I don’t know. I know that companies here are earning less. Yes, each quarter they say will be worse. Inflation, all in all, you don’t know… you don’t know if it will have a downward direction or not.’ So the guy said, ‘I’m pulling back.’ Since mid-year, he had 50% of his portfolio in Apple and had halved it before the phones came out. He was already there. He was already there, calm. He said, ‘This, at any moment, is done.’ What happened? What was missing? The trigger was missing. The explosive was already armed. What was needed was the click to break everything. And they have the click. I told you, the market always needs an excuse… Warren knows everything, my friend. It wouldn’t surprise me. So he has… he manipulates the market if he knows everything? I think not. He doesn’t know everything, but he does prepare. Yes, he prepares. Forget it, if the economic data isn’t going well and so on. That’s why I tell you, this tariff issue… what it does is precisely that: grab and accelerate all the metrics that Warren, I believe, was seeing… BRK.B is dropping, and Hathaway is dropping, but it’s one of the companies with the most liquidity. Yes, that’s why he has it. Obvious, obvious, obvious… The only position in green is Warren’s, which surprises me greatly. For me, that table is doctored… According to GuruFocus, Warren’s portfolio wasn’t yielding positive returns, so I don’t know. Maybe it’s yielding slightly positive, and it’s precisely these 12.7 billion.”
Watch the exact part of the video where @marcosemmimfp talks about Berkshire Hathaway Inc. here:
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