Dan Kent

speaker

601 appearances 44 recordings 2 series first heard Apr 2026 last heard 7 Sep

Dan Kent’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 44 in all, peaking in Aug 2026 with 14.

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The Canadian Investor · Berkshire’s $400B Cash Pile + How to Buy Private AI Companies · 11 May 2026 podcast

I think it was a pretty small position, but they've made two moves over the last year.

I think they bought United Health and Alphabet, which are both up quite a bit.

I'm pretty sure from the bottom end of it.

But I mean, if you get to like my position with Berkshire, like my actual position in my portfolio, I mean, if we get to a market drawdown.

I mean, it's not guaranteed, but it's very, very likely you will see much lower volatility in a holding like Berkshire because it's what?

It's 40% cash pretty much.

Yeah.

And then they can deploy it into equities at discounts.

So I'm not too concerned with it.

Like I said, I would be more concerned if they were spending a ton of money right now because I don't think it takes a genius to realize that the markets are much more expensive than this company is typically ever bought at.

So-

Yeah, it was a good meeting.

The one thing I heard and I didn't actually look is the fact that it was like half empty.

Like there was not a lot of people there relative to when Buffett did it.

So I wonder if that'll be a continuing trend or not.

Yeah, I mean, when they think it's cheap, it's probably cheap because they do not buy back shares if they think it's expensive.

They pull back all the time.

So if they've started to buy back, they obviously think it's pretty cheap here.

But yeah, that's all I have on the meeting.

No, I mean, well, I don't know if you go over it, but like if you buy this and then they go public, do you just get public shares?

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