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Angelo von Finanzen Anders
@Finanzen_Anders
1Sem.·

What are Berkshire Hathaway and the two heads of JPMorgan up to?

www.youtube.comWas verheimlicht Warren Buffett? Droht der Crash? Massive Verkäufe auch beim CEO von JP Morgan
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JCM@TheStoic
5J
I don't think Buffet is waiting for a crash. He always sells his shares when they are (massively) overvalued, i.e. when the price is higher than the intrinsic value and the cash flow forecast for the future is declining. The high cash holdings are more likely due to the fact that the overvaluation of the market means that there are hardly any sensible investment opportunities for him (at least given his capital investment). So I don't believe that he is explicitly speculating on a crash and is therefore building up high cash reserves now, but rather that there are hardly any investment opportunities that are lucrative for his type of value investing.
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Angelo von Finanzen Anders@Finanzen_Anders
5J
Good approach and to Mr. Dimon? Epstein files?
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Angelo von Finanzen Anders@Finanzen_Anders
1J
@TheStoic I now believe even more strongly that he is waiting for a stronger setback
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