What is the cash fraction of their total holdings though? That ought to be a less drastic increase.
joshul on
Anyone want to provide more serious reply as to what their strategy is at this point?
GuitarGeezer on
It ain’t because things are going swell. The US pivot to Russia-style hiding of economic data makes all investing here unusually risky and subject to surprise crashes. Not to mention the fascist sabre-rattling and potential extremist abuse of tourists and all foreigners that has removed the proft margin entirely from some tourism segments in the US. It is causing a soft world embargo as developed countries boycott US products at a citizen level for their abuse.
CabotRaptor on
To put this into perspective, Disney’s market cap is ~$191B.
They could buy Disney, in cash, almost exactly twice
5 Comments
[Original source](https://www.reddit.com/r/dataisbeautiful/wiki/rules/rule2): [https://x.com/charliebilello/status/1919379838365823286](https://x.com/charliebilello/status/1919379838365823286)
What is the cash fraction of their total holdings though? That ought to be a less drastic increase.
Anyone want to provide more serious reply as to what their strategy is at this point?
It ain’t because things are going swell. The US pivot to Russia-style hiding of economic data makes all investing here unusually risky and subject to surprise crashes. Not to mention the fascist sabre-rattling and potential extremist abuse of tourists and all foreigners that has removed the proft margin entirely from some tourism segments in the US. It is causing a soft world embargo as developed countries boycott US products at a citizen level for their abuse.
To put this into perspective, Disney’s market cap is ~$191B.
They could buy Disney, in cash, almost exactly twice