If I were managing Berkshire’s $352 billion cash reserve, I would take a balanced approach: continue selective buybacks when valuations make sense while keeping sufficient cash for market corrections and attractive acquisitions. There is no need to rush into investments just to deploy capital.
What interests me most is how Greg Abel will maintain Buffett’s capital allocation discipline. For me, cash is also a position because it provides flexibility when opportunities arise. I would rather wait patiently for quality businesses at attractive prices than chase expensive opportunities.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
