The Most Underappreciated Engine Inside Berkshire Hathaway Isn't the Cash Pile
Key takeaways
- BRK-B NVDA Anyone who owns a stake in Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) may be more than a little frustrated that the company seemingly isn t doing anything with its idle cash.
- Like predecessor Warren Buffett, though, current Berkshire CEO Greg Abel understands something many investors may not: This conglomerate s structure isn t what it seems on the surface.
- In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
BRK-B NVDA Anyone who owns a stake in Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) may be more than a little frustrated that the company seemingly isn t doing anything with its idle cash. As of the latest look, it s got $397.4 billion on the sidelines, versus only $328 billion in stock holdings, at a time when the market is roaring.
Like predecessor Warren Buffett, though, current Berkshire CEO Greg Abel understands something many investors may not: This conglomerate s structure isn t what it seems on the surface. Its equity investments aren t necessarily the only growth engine.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »