According to The Kobeissi Letter, Warren Buffett's cash reserves have now grown larger than the market capitalization of all but 27 public companies globally, surpassing both Bank of America ($BAC) and Coca-Cola ($KO). This rapid accumulation of cash positions Berkshire Hathaway for significant market moves or acquisitions, signaling potential volatility and liquidity shifts in the stock market. Traders should monitor Buffett's next moves closely as his cash strategy could impact large-cap equities and broader market sentiment (Source: The Kobeissi Letter on Twitter, May 3, 2025).

According to The Kobeissi Letter, Berkshire Hathaway reported a record cash balance and did not repurchase any stock in Q1 2025, marking the third consecutive quarter without buybacks. The company reiterated in Q3 that buybacks will resume only when Warren Buffett deems the repurchase price to be below intrinsic value (source: The Kobeissi Letter, May 3, 2025). This signals to traders that Berkshire is taking a conservative stance, potentially seeing current market valuations as elevated. Investors watching for buyback resumption may interpret this as a key indicator of management's view on valuation and market timing.

According to Michael Saylor on Twitter, Berkshire Hathaway served as the Bitcoin of the 20th century, drawing a parallel between Warren Buffett's investment conglomerate and Bitcoin's role as a modern store of value (source: Michael Saylor Twitter, May 3, 2025). For traders, this analogy underscores Bitcoin’s growing reputation as a digital asset with long-term appreciation potential, similar to Berkshire Hathaway's historic market outperformance. The comment suggests that investors seeking high-value, resilient assets may consider Bitcoin’s role in current portfolios, paralleling how Berkshire Hathaway was viewed in the past.

According to The Kobeissi Letter, Warren Buffett's Berkshire Hathaway has increased its cash balance to an all-time high of $347.7 billion in Q1 2025, signaling a cautious stance towards current market valuations and potential volatility. Traders should note that Buffett continues to raise cash, which historically has preceded market corrections or increased market uncertainty. This record cash reserve suggests a defensive position and may impact trading strategies across equities and alternative assets, as large institutional cash buildups often precede major market movements (source: The Kobeissi Letter, May 3, 2025).

According to The Kobeissi Letter, Warren Buffett's Berkshire Hathaway has announced a record $334 billion cash reserve. This marks an increase of $145.2 billion from Q1 to Q4 2024. This significant cash position may suggest potential strategic moves in the investment market.

According to The Kobeissi Letter, Warren Buffett's Berkshire Hathaway announced they now hold a record $334 billion in cash. This represents a $145.2 billion increase in their cash balance between Q1 2024 and Q4 2024. This massive cash reserve indicates potential strategic market positioning, possibly anticipating investment opportunities or market corrections. Traders should monitor Berkshire's future financial maneuvers as they may significantly impact market dynamics.

According to The Kobeissi Letter, Warren Buffett's Berkshire Hathaway announced a record cash reserve of $334 billion as of Q4 2024. This marks a significant increase of $145.2 billion from Q1 2024 to Q4 2024. The accumulation of such a substantial cash position may indicate potential strategic opportunities or market caution by Buffett. Traders should monitor Berkshire's future investment moves and market signals for potential impacts on market liquidity and investment trends.

According to @KobeissiLetter, Warren Buffett's Berkshire Hathaway has reported a record cash holding of $334 billion. This substantial cash reserve increased by $145.2 billion between Q1 2024 and Q4 2024. The significant cash position could signal Berkshire's strategic readiness for future investment opportunities or market corrections, providing a buffer against volatility.

According to @KobeissiLetter, Warren Buffett's Berkshire Hathaway has announced it holds a record $334 billion in cash as of 2024. This indicates a significant increase of $145.2 billion from the previous year. Such a substantial cash reserve could signal potential large-scale investments or acquisitions, impacting market dynamics. Traders should monitor Berkshire's next moves closely as they could influence market trends substantially.

According to @KobeissiLetter, Warren Buffett's Berkshire Hathaway has announced a record cash holding of $334 billion. Between Q1 2024 and Q4 2024, their cash balance increased by a substantial $145.2 billion. This significant accumulation of cash may indicate strategic positioning for potential investments or opportunities in the market, suggesting a cautious approach to current market conditions.

According to The Kobeissi Letter, Warren Buffett's Berkshire Hathaway has announced a record $334 billion cash reserve as of Q4 2024, reflecting a substantial increase of $145.2 billion within the year. This significant cash position may indicate strategic preparation for potential market opportunities or downturns, suggesting a cautious approach in the current economic climate.

According to @KobeissiLetter, Warren Buffett's Berkshire Hathaway has announced a record cash holding of $334 billion. This represents an increase of $145.2 billion in cash between Q1 2024 and Q4 2024. Traders may interpret this as a sign of potential market caution from Buffett, signaling a possible wait for better investment opportunities. Source: @KobeissiLetter.

According to The Kobeissi Letter, Warren Buffett's Berkshire Hathaway has announced holding a record $334 billion in cash as of the latest report. This represents a $145.2 billion increase from Q1 2024 to Q4 2024. The significant cash accumulation suggests a potential strategic position that could influence liquidity in various markets, including cryptocurrency. Traders should monitor Berkshire's next moves for potential impacts on asset prices and market volatility.

According to @KobeissiLetter, Warren Buffett's Berkshire Hathaway has announced holding a record $334 billion in cash, reflecting a significant increase of $145.2 billion between Q1 2024 and Q4 2024. This cash reserve could indicate Buffett's cautious market outlook or strategic preparation for significant investments, which may influence market liquidity and investment strategies.

According to The Kobeissi Letter, Warren Buffett's Berkshire Hathaway has announced a record cash reserve of $334 billion, marking a significant increase of $145.2 billion from Q1 2024 to Q4 2024. This accumulation could indicate a strategic positioning for potential investments or market corrections, which traders should closely monitor.

According to @KobeissiLetter, Warren Buffett's Berkshire Hathaway has announced a record $334 billion in cash holdings. This massive increase of $145.2 billion from Q1 to Q4 2024 suggests strategic positioning for potential market opportunities or downturns. Traders should monitor Berkshire's next moves as such liquidity could influence major market trends.

According to @KobeissiLetter, Berkshire Hathaway is holding over 27% of their assets in cash as they head into 2025. This marks the highest percentage on record during a significant bull market, raising questions about Warren Buffett's potential bearish outlook. Traders should monitor Berkshire's cash position as it may indicate a cautious approach towards current market valuations.

According to @KobeissiLetter, Berkshire Hathaway is holding over 27% of their assets in cash as of heading into 2025, marking the highest percentage on record during one of the strongest bull markets. This strategic positioning may suggest a cautious outlook from Warren Buffett's investment perspective, potentially impacting market dynamics and investor sentiment.

According to The Kobeissi Letter, Berkshire Hathaway has achieved a staggering 5,502,284% return since 1964, vastly outperforming the S&P 500's 39,054% return over the same period. This equates to a compounded annual gain of 19.9% for Berkshire compared to 10.4% for the S&P 500, marking it as one of the most remarkable long-term investment records in history.

According to The Kobeissi Letter, Berkshire Hathaway has achieved a staggering return of +5,502,284% since 1964, vastly outperforming the S&P 500's +39,054% over the same period. This represents a compounded annual growth rate of 19.9% compared to the S&P 500's 10.4%, underscoring Warren Buffett's unparalleled investment acumen. This track record is critical for traders evaluating long-term investment strategies and assessing the potential for sustainable high returns in equity markets.