The $8.5 Billion Coup! Berkshire Hathaway is now fully betting on the struggling real estate market!

Anti-cyclical masterpiece! Greg Abel uses the challenging interest rate environment and Berkshire's gigantic cash reserves to acquire Taylor Morrison cheaply in the US housing market.
Andreas Wimbauer
A. Wimbauer
Reading Time: 2 minutes

A fresh wind is blowing in Omaha. Since Greg Abel took over as CEO at Berkshire Hathaway (BRK/A, BRK/B), the investment portfolio has been systematically cleaned up. The latest quarterly report reveals surprising reallocations. Long-term positions such as Chevron have been cut by a hefty 35%, while the investment holding has completely parted ways with financial giants like Mastercard, Visa, and UnitedHealth. Instead, fresh capital is being directed towards tech stocks like Alphabet, media companies like the New York Times, and, as a clear sign,...

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