Question for the investor / money guys?

[St. Louis Hawk]

Buffet is moving into cash quickly. Thoughts why?

Lack of good options? Just taking profits now? Other?

TIA

 

[Tenacious E]

Buffet is moving into cash quickly. Thoughts why?

Lack of good options? Just taking profits now? Other?

TIA

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[The Tradition]

Buy low, sell high.

Stocks are at historical highs, soooooo.....

 

[markfromj]

Buy low, sell high.

Stocks are at historical highs, soooooo.....

Pablum.

 

[OutbackBowl2017]

Warren be pimp’n and buying biatches with da cash.

 

[Funky Bunch]

What percentage of his portfolio is cash then and now?

 

[THE_DEVIL]

IMHO- Money Market at 5% . Waiting for the Fed to chart a coherent course. I don't think he is bearish at all***


***Not financial advice. DYOR

 

[The Tradition]

Pablum.

Okay, buy high and sell low and report back on how that works out for you.

 

[MitchLL]

ASK RICO!!!!!!!

 

[Formerly Rockymtnole]

Man, if I was 93 I wouldn’t give a damn about the stock market.

 

[Tenacious E]

Man, if I was 93 I wouldn’t give a damn about the stock market.

I’m sure he’s interested in his legacy, from what is left for his family, investors, charities, and such.

 

[The Tradition]

Man, if I was 93 I wouldn’t give a damn about the stock market.

It's the only thing he knows to do.

Without that, might as well just lay down and die.

 

[GOHOX69]

Buffet is moving into cash quickly. Thoughts why?

Lack of good options? Just taking profits now? Other?

TIA

View embedded media

The market is over valued.

 

[GOHOX69]

Warren be pimp’n and buying biatches with da cash.

Have you seen his house? Not exactly pimpin.

 

[The Tradition]

The market is over valued.

And the market doesn't like uncertainty.

We're in for a LOT of uncertainty this summer.

 

[The Tradition]

I'll just leave this here...

U.S. Money Supply Is Doing Something So Rare That It Hasn't Happened Since the Great Depression -- and a Big Move in Stocks May Follow | The Motley Fool

M2 money supply hasn't done this in nine decades.

www.fool.com

 

[DropitlikeitsHawk]

I’m sure he’s interested in his legacy, from what is left for his family, investors, charities, and such.

I thought he said he isn’t leaving his kids anything.

 

[dgordo]

At 5% BRK makes 9 billion a year.

 

[B1GDeal]

Probably about 10-15 years ago we were at Olive Garden in Omaha... guess who was at the next table over. Yep... WB. CSB.

 

[Formerly Rockymtnole]

Probably about 10-15 years ago we were at Olive Garden in Omaha... guess who was at the next table over. Yep... WB. CSB.

I would’ve picked up the tab for his table, just for the story.

 

[RollingBallofButcherKnives]

It's the only thing he knows to do.

Without that, might as well just lay down and die.

Can you imagine being so absorbed into making money you can’t really do anything else? I know people like that. They aren’t as successful as Buffet haha but can’t relax and take up a hobby…

 

[jasonrann]

He needs cash for hookers and blow, yo.

 

[St. Louis Hawk]

He needs cash for hookers and blow, yo.

That’s just good science right there.

 

[praguehawk]

If you listened to the shareholder meeting it's mostly a scale issue at this point. Finding good investments are possible and out there, but they are at much smaller scale than what he needs to use that cash. He talked about this quite a bit. I thought his comments about the way the gov't needed to perceive BH and what they do to position that as fascinating and possibly related.

 

[Bonerfarts]

Apple has grown so much they need to trim their position (over 50% of their portfolio.) Right now getting a 5% return on that cash through buying bonds makes sense, and then wait until valuation become more attractive.

 

[OrlandNole]

If you listened to the shareholder meeting it's mostly a scale issue at this point. Finding good investments are possible and out there, but they are at much smaller scale than what he needs to use that cash. He talked about this quite a bit. I thought his comments about the way the gov't needed to perceive BH and what they do to position that as fascinating and possibly related.

Now would be a good time for a hustler to make an investment pitch. Wasn't there a poster here with a brilliant sharve/razor business concept?

 

[Bank of Hawk]

With a risk free rate of 5% is creating a scenario where equities have to do even more be attractive.

 

[St. Louis Hawk]

Now would be a good time for a hustler to make an investment pitch. Wasn't there a poster here with a brilliant sharve/razor business concept?

Call Gillette.

 

[desihawk]

when this crafty old man wants it to be known that he's moved to cash, he is indeed moving the market down so he can buy low. and when he pumps up a stock in a folksy nice way, he's dumping all the way.

 

[HawkeyeHitman]

Everyone should inspire to be like Warren Buffet and not Bernie Sanders.

 

[markfromj]

Okay, buy high and sell low and report back on how that works out for you.

Well, I agree that what you posted is correct, but meaningless and unexecutable.

S and P 500 at 5150 is “low” compared to 6600.

 

[Bonerfarts]

Everyone should inspire to be like Warren Buffet and not Bernie Sanders.

Hell yeah, Buffett votes for Dems. Every CEO should "aspire" to be like Buffett.

 

[markfromj]

The market is over valued.

No it’s not. It’s value is what buyers and sellers say it is, every moment of every day,

 

[markfromj]

Can you imagine being so absorbed into making money you can’t really do anything else? I know people like that. They aren’t as successful as Buffet haha but can’t relax and take up a hobby…

If this is true of Buffet, then even he is not successful.

 

[Bonerfarts]

Buffett enjoys the simpler things in life.

https://www.cnbc.com/2019/02/25/warren-buffett-plays-bridge-8-hours-a-week-and-can-beat-bill-gates.html

 

[onlyTheObvious]

There will be a rate cut before November or at least an announcement of a rate cut.

It will help Biden.

 

[GOHOX69]

No it’s not. It’s value is what buyers and sellers say it is, every moment of every day,

You might want to study macroeconomics.

 

[LunchBox50]

Everyone should inspire to be like Warren Buffet and not Bernie Sanders.

THAT'S BECAUSE BERNIES IS A MARXIST COMMUNIST AND HE AND DA SQUAD GOTTA GET DA FOOK OUTTA OUR COUNTRY!!!!!!! ME AND DA HITMAN AINT GOT TIME FOR LOONY LIBTAHDS AND DA HITMAN IS PUTTING A STOP TO ALL OF THEM!!!!!!! HE'S GONNA CRACK OPEN AN ICE COLD SPRITE AND OWN DA BETA CUCKS!!!!!!

 

[praguehawk]

Apple has grown so much they need to trim their position (over 50% of their portfolio.) Right now getting a 5% return on that cash through buying bonds makes sense, and then wait until valuation become more attractive.

That's another part of the math that many have missed. BH does NOT issue dividends. The belief is that they can do better with the money than the individual investor. They have bought back shares, somewhere around $9 billion in 2023. Apple is setting up for another huge buyback and BH is not going to sell a huge part of their stake. That means that effectively BH shareholders will see additional buyback within the valuation framework. The cash that could have flowed from Apple to BH and sat in the pile will instead go to increasing ownership of Apple even if simultaneously BH is selling into the market to reduce the position. It could end up as a total net and the cash is on BH balance sheet...... BH won't want to be selling too much into the buyback as it would have a negative impact. It will be fun to watch this play out.

 

[MitchLL]

WB understands how important tax collection is to a prosperous America.

He also understands how corporate America needs to pay their share.

America needs more people that think like Warren Buffet and less that think like Donald Trump.