The Kobeissi Letter(@KobeissiLetter):BREAKING: Berkshire Hathaway has begun deploying the $397.4 billion cash pile that Warren Buffett accumulated for 14 consecutive quarters. Details include: 1. Instead of continuing stock sales, Berkshire was a net buyer of equities in Q2 with $19.8 billion in net purchases 2. Berkshire now holds $364.7 billion in cash and cash equivalents 3. The company invested $10 billion in Alphabet, $GOOGL, during Q2 in addition to acquiring Taylor Morrison Home for $6.8 billion 4. Berkshire bought $23.5 billion of equity securities during in Q2 and sold $3.7 billion in the same period Berkshire Hathaway appears to be leaning bullish again.

2026.08.08 14:00

BREAKING: Berkshire Hathaway has begun deploying the $397.4 billion cash pile that Warren Buffett accumulated for 14 consecutive quarters. Details include: 1. Instead of continuing stock sales, Berkshire was a net buyer of equities in Q2 with $19.8 billion in net purchases 2. Berkshire now holds $364.7 billion in cash and cash equivalents 3. The company invested $10 billion in Alphabet, $GOOGL, during Q2 in addition to acquiring Taylor Morrison Home for $6.8 billion 4. Berkshire bought $23.5 billion of equity securities during in Q2 and sold $3.7 billion in the same period Berkshire Hathaway appears to be leaning bullish again.

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