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Tom Metcalf

Bloomberg

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NeutralStock Picks leaning · 2026-08-10

Tom Metcalf (Bloomberg) tells Bonnie Quinn Berkshire's $4.5bn buyback and ~$20bn equity buys are marginal against ~$400bn cash; much bigger moves are needed to dent the pile.

if you're hoping for Berkshire to really spend down its cash pile we're going to need to see a lot more kind of big swings than we've seen so far

Tom Metcalf · Bloomberg · https://www.youtube.com/watch?v=fxKb_X7hUA0 @40:50 ↗

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