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 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, the Nasdaq 100 has decreased by 15% since Jamie Dimon sold $234 million worth of JP Morgan stock and Warren Buffett reported a record cash balance of $334 billion. These strategic moves by prominent financial figures suggest a cautious stance in the current market environment. Traders should monitor any potential buying activity from Buffett and Dimon as an indicator of market sentiment.

According to The Kobeissi Letter, the Nasdaq 100 has declined by 15% since Jamie Dimon sold $234M of JP Morgan stock and Warren Buffett reported a record $334B cash balance. These actions suggest strategic positioning by key financial insiders, indicating caution and potential market opportunities for traders.

According to The Kobeissi Letter, Berkshire Hathaway reported a record cash balance and no stock repurchases in Q4 2024, marking the second consecutive quarter without buybacks. In Q3, Berkshire stated that buybacks will resume when Warren Buffett believes the repurchase price is below intrinsic value.

According to The Kobeissi Letter, Berkshire Hathaway has maintained a record cash balance and did not repurchase any stock in Q4 2024. This marks the second consecutive quarter without buybacks. In Q3, the company indicated that buybacks would resume when Warren Buffett believes the repurchase price is below intrinsic value, suggesting strategic timing for investors considering entry points.