Berkshire Hathaway

“Berkshire's Q1 cash position will print north of $190B. They've been quiet on Apple but the bigger story is the Treasuries — Greg Abel is comfortable parking it there for another year. The successor capital allocation philosophy is "wait, not pivot".”

“Annual meeting weekend hotel rates in Omaha are down 12% YoY. First time since 2020. Read into that what you will about retail interest in the post-Buffett era.”