Why is Berkshire Hathaway Hoarding Cash?
Ricky Mulvey
Matt Argersinger
Mary Long
Asit Sharma
Berkshire Hathaway
Warren Buffett
cash hoarding
home sales data
Chipotle
unit economics
AMD
tariffs
export controls
Warren Buffetts conglomerate has more cash on the books than any company in history.
(00:21) Matt Argersinger and Ricky Mulvey discuss: - What home sales data says about the economy. - A traffic slowdown at Chipotle, and the restaurant chains strong unit economics. - The reasons why Warren Buffett could be sitting on record cash.
Then, (17:06) Mary Long and Asit Sharma continue their conversation about AMD, and discuss the impact of tariffs and export controls on the chip designer.
Companies discussed: DHI, CMG, BRK.A, BRK.B, AMD
Host: Ricky Mulvey Guests: Matt Argersinger, Mary Long, Asit Sharma Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
(00:21) Matt Argersinger and Ricky Mulvey discuss: - What home sales data says about the economy. - A traffic slowdown at Chipotle, and the restaurant chains strong unit economics. - The reasons why Warren Buffett could be sitting on record cash.
Then, (17:06) Mary Long and Asit Sharma continue their conversation about AMD, and discuss the impact of tariffs and export controls on the chip designer.
Companies discussed: DHI, CMG, BRK.A, BRK.B, AMD
Host: Ricky Mulvey Guests: Matt Argersinger, Mary Long, Asit Sharma Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices