Berkshire Hathaway's cash pile has likely already topped 400 billion dollars. Here is what the buildup, the selling pattern and the valuation gap suggest about what comes next.
Connor Simmons5 min read
Greg Abel's first year running Berkshire Hathaway's portfolio brought sweeping changes, including a massive new bet on Alphabet even as he exited sixteen other positions entirely.
Chris Wood4 min read
Berkshire Hathaway has now committed more than $30 billion to Alphabet, with CEO Greg Abel adding $10 billion in a private deal. Here's what the valuation, momentum, and competitive picture…
Frank Carr5 min read
