Buffett's Latest Move Speaks Volumes
Berkshire Hathaway just dumped $15.5B worth of Apple and Bank of America stock, and now they're sitting on a record $382 billion in cash—roughly one-third of their total market cap. Plus: zero share buybacks this quarter.
So what's the sage actually saying? It's not market timing, it's opportunity scarcity. Buffett's basically saying: "I'd love to deploy this capital, but there aren't enough good deals at reasonable prices right now." He still bought more Chubb when he found value, but that's it.
The real insight? Don't force it. If you can't find bargains
Berkshire Hathaway just dumped $15.5B worth of Apple and Bank of America stock, and now they're sitting on a record $382 billion in cash—roughly one-third of their total market cap. Plus: zero share buybacks this quarter.
So what's the sage actually saying? It's not market timing, it's opportunity scarcity. Buffett's basically saying: "I'd love to deploy this capital, but there aren't enough good deals at reasonable prices right now." He still bought more Chubb when he found value, but that's it.
The real insight? Don't force it. If you can't find bargains

