Trung Phan
@TrungTPhan · Aug 4, 2024
Buffett is sitting on $277B of cash (added ~1/3rd of it in past year). Here are companies he should just YOLO that are in the ballpark of that amount:
$263B (Netflix)
$236B (Salesforce)
$233B (Toyota)
$233B (Adobe)
$229B (Hermes)
Elon Musk
@elonmusk
He is clearly expecting a correction of some kind or otherwise simply cannot see better investments than Treasury bills.
The Fed needs to drop rates. They have been foolish not to have done so already.
03:48 PM · August 4, 2024 · 394.1K views
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