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Greg Abel’s Bold Berkshire Overhaul | Durham News
Greg Abel’s bold move as Berkshire Hathaway’s new leader has rewritten the playbook: slashing holdings from 42 to 29, pouring $16B into new bets while offloading $24B. Key plays include Alphabet, Delta, Macy’s, The New York Times, and Lennar — a sharp departure from Buffett’s past, especially with Delta’s surprise return. Abel’s operator mindset shines through, backing resilient industries and core value picks, all while leveraging Berkshire’s $397B war chest. But remember: their scale and resources make their moves unreplicable for most investors — what works for Berkshire might not…
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