"Warren Buffett and Michael Saylor represent two starkly different investment philosophies in the market. Buffett, Berkshire Hathaway's ( )( ) legendary Oracle of Omaha, favors safe, liquid assets like U.S. Treasury bills to preserve capital for future opportunities in undervalued stocks. In contrast, Saylor, executive chairman of Strategy ( NASDAQ:MSTR ), bets aggressively on Bitcoin ( ) as a hedge against inflation and a superior store of value."
"In Q3, Berkshire Hathaway amassed a record cash hoard of $381.7 billion , primarily in short-term U.S. Treasury bills. The company net purchased $183 billion in T-bills during the quarter, boosting its total holdings to $306 billion in these instruments alone. This move reflects Buffett's strategy of parking capital safely amid high valuations in equities, waiting for attractive acquisitions or buybacks."
"Meanwhile, Strategy continued its Bitcoin accumulation, acquiring 42,706 BTC at an estimated average price of $116,000 per coin, for a total value of about $4.5 billion. This brought the firm's holdings to over 640,000 bitcoin at the end of the period, aligning with Saylor's view of Bitcoin as "digital gold" to protect against currency debasement."
Berkshire Hathaway accumulated a record cash hoard of $381.7 billion in Q3, net purchasing $183 billion in short-term U.S. Treasury bills and holding $306 billion in T-bills. Berkshire parked capital safely amid high equity valuations while awaiting acquisitions or buybacks. Strategy (NASDAQ:MSTR) acquired 42,706 BTC at an estimated average price of $116,000, spending about $4.5 billion and bringing total holdings above 640,000 BTC. T-bills yielded roughly 4.2% annually, delivering about 1% in Q3 and a slim 1.2% real return after ~3% inflation. Bitcoin rose about 16% in the quarter while Berkshire stock rose 3.5%.
Read at 24/7 Wall St.
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