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What Will Make Buffett Spend? - Publication Date |
- Nov 06, 2023
- Episode Duration |
- 00:37:14
With Treasury yields high, what will it take to get Berkshire Hathaway off the sidelines and back into the market?
(00:21) Matt Frankel and Deidre Woollard discuss: - Berkshire Hathaway’s massive pile of cash. - If the NAR lawsuit damages Berkshire’s real estate prospects. - Why it has been a good year for insurance.
(21:42) Mary Long and David Meier explore the big cybersecurity opportunity facing Palo Alto Networks.
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Companies discussed: BAM, BRK.A, BRK.B, PANW, Z, ZG, RDFN
Host: Deidre Woollard Guests: Matt Frankel, Mary Long, David Meier Producer: Ricky Mulvey Engineer: Dan Boyd
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