Show notes
Warren Buffett’s conglomerate has more cash on the books than any company in history.(00:21) Matt Argersinger and Ricky Mulvey discuss:- What home sales data says about the economy.- A traffic slowdown at Chipotle, and the restaurant chain’s strong unit economics.- The reasons why Warren Buffett could be sitting on record cash.Then, (17:06) Mary Long and Asit Sharma continue their conversation about AMD, and discuss the impact of tariffs and export controls on the chip designer.Companies discussed: DHI, CMG, BRK.A, BRK.B, AMDHost: Ricky MulveyGuests: Matt Argersinger, Mary Long, Asit SharmaEngineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices