
In a recent appearance on the PBD Podcast, MicroStrategy (MSTR) co-founder Michael Saylor launched a strong critique of Berkshire Hathaway’s cash and Treasury bill holdings, suggesting that Warren Buffett’s company is effectively losing billions of dollars in shareholder value. Saylor specifically called out Berkshire Hathaway’s $347 billion in cash and Treasury bill position, describing it as a poor financial strategy given the current economic environment.
In the appearance, Saylor says Berkshire Hathaway (BRK.B)(BRK.B) is “destroying $32 billion a year, they are destroying $3 billion a month in capital because they’re generating a 3% after tax yield at best and the cost of capital is 15%.”