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#BerkshireQ3CashOutlook
Berkshire Hathaway’s Q3 report will put the spotlight on cash reserves, portfolio moves, buybacks, and insurance profits.
The large cash position may look defensive, but it could also reflect strong capital discipline. With U.S. stocks still trading at elevated levels, Berkshire appears willing to wait patiently for opportunities that offer better risk-reward.
As Abel takes a larger role in capital al location
