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Mohit Oberoi

Berkshire Hathaway Doubles Down on GOOG Stock While Dumping AMZN. You Probably Shouldn’t.

Berkshire Berkshire Hathaway Amazon Alphabet Google Amazon.com Inc. Warren Buffett Greg Abel Ted Weschler Todd Combs

Berkshire Hathaway (BRK.B) has released its 13F for the first quarter. The filing was all the more important as it provides insights into the investing philosophy of new CEO Greg Abel, who took over the baton from the legendary Warren Buffett earlier this year.  

The filing showed that Berkshire reduced the number of positions from 42 to 29, which I would term as a smart move. Incidentally, earlier this year, I noted that Abel should exit the smaller holdings in Berkshire’s portfolio, particularly those valued below $1 billion, as they don’t move the needle for the $1 trillion behemoth.

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