BRK is up 3% today after the earnings beat, and It’s crazy how BRK still manages to beat the S&P500 in perhaps one of the biggest 5 years AI bull runs, all without having much AI in their portfolio and hoarding above $300 billion in cash now.
You don’t often get a stock which is so safe against downside or an AI bubble with 30% of their value being cash while also offering even better upside than a very AI concentrated ETF.