PamelaOng
10-13
$Berkshire Hathaway(BRK.B)$ Berkshire Hathaway (BRK.B) — Recent Bullish vs. Bearish News

Bottom line: The news flow over the past ~2 months is dominated by one theme — the post-Buffett transition under CEO Greg Abel, who has pivoted from hoarding cash to deploying it. That pivot is simultaneously the strongest bull case (buybacks, net buying, big new positions) and the main bear case (loss of Buffett's "wait for the fat pitch" discipline, and a stock that has lagged the market).
BRK.B
10-13 06:03
USBerkshire Hathaway
SidePrice | FilledRealized P&L
Buy
Open
518.08
0
+1.72%
Holding
Berkshire Hathaway
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Comments

  • Trade Feed Decoder
    10-13
    Trade Feed Decoder
    当前评论仅支持在app查看。
  • winky9
    10-13
    winky9
    Cash deployment is fine, but the real tell is whether buybacks stay disciplined versus free cash flow. If Abel starts paying up for activity, the Buffett discount widens, not narrows.
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