Berkshire: Seriously?

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So, Berkshire Hathaway. Earnings are coming. Fine. It’s just… the whole thing feels off, you know? Like, Buffett’s no longer CEO. Not that he’s gone, mind you. He’s still around, chairman-ing. But CEO? It’s like he’s semi-retired, and nobody wants to say it. It’s a power dynamic waiting to implode. And people are supposed to just buy the stock now? Before we get the details? It’s preposterous.

They’re saying the report will be out at the end of February. February! Like that’s some kind of guarantee. I swear, these companies deliberately make you wait. It’s a control thing. And everyone’s all excited about the “equity portfolio.” The equity portfolio! As if that’s the whole story. It’s insurance, it’s private holdings… it’s a whole system. But no, let’s focus on the stocks. It’s just… predictable.

The Equity Thing

Look, Berkshire has a lot of cash now. A lot. They sold off Apple and Bank of America. Good for them, maybe. But now they’re sitting on almost $380 billion in liquid assets. Three-hundred and eighty billion! It’s like they’re afraid to do something with it. Afraid to make a bad move. And yet, everyone’s acting like this is a sign of brilliance. “Oh, they’re being strategic!” Strategic about what? Hoarding money? My grandmother was more strategic than this.

And the market cap of the entire equity portfolio is, what, $330 billion? So, they have more cash than the value of all the stocks combined. It’s… unsettling. It’s like a restaurant having more money in the bank than the value of all the food and furniture. What does that even mean? They’re waiting for a “bargain.” A bargain! Like they’re going to find some amazing deal on a company that everyone else has overlooked. It’s absurd. And they expect me to buy in before they tell us what this grand strategy actually is?

The consensus is they’re being flexible. Flexible! That’s what they say. I suspect it’s more like they’re paralyzed. They’re afraid of making a mistake. And that fear is going to cost them. It always does. And the rest of us, of course, will be the ones who pay the price. I mean, it’s just… infuriating. A company like Berkshire should be doing things, not just sitting on a pile of cash. It’s a waste. A colossal waste.

So, should you buy Berkshire Hathaway before earnings? Honestly? I wouldn’t. Just… no. Wait. See what they actually do with all that money. Then, maybe, just maybe, you can consider it. But right now? It’s a trap. A beautifully packaged, meticulously marketed, utterly pointless trap.

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2026-02-14 01:32