@WarrenBuffett 💡 Berkshire's Delta stake surged to ~$5.4B in Q2 (from $2.6B in Q1), now a top-15 holding — a stunning U-turn on Buffett's 2020 airline exit. The lure? Record Q2 revenue of $17.7B (+14%) as premium travel booms.
https://t.co/5fgI0FoX4T
#investing#SmartMoney#WallStreet
😼 In 2020, Warren Buffett dumped EVERY airline Berkshire owned and swore off the industry for life. Now? @WarrenBuffett's Berkshire has MORE THAN DOUBLED its bet on one carrier in a single quarter — vaulting it into the top 15 holdings. 👀 $DAL
$CVNA -2.76% pre-market: Viking Global more than tripled its Carvana stake, up 343% to 12.3 million shares. The market’s reply is the usual one: thanks for the vote of confidence, please try not to jinx it. #13F
The kicker: ~$10B came through a private placement tied to Alphabet's June capital raise — not just open-market buying.
Combined Class A + C stake is now ~$37B, over 12% of the portfolio. Greg Abel's first big swing as CEO.
📊 https://t.co/ad1JqwpxQp
#investing #SmartMoney #BigMoney
🚨 Berkshire Hathaway just broke a 14-QUARTER selling streak — to bet big on Google.
@WarrenBuffett's firm poured ~$17B into Alphabet $GOOGL last quarter, lifting the stake 83%. It's now Berkshire's #3 holding.
The Oracle is buying again. 🧵