Greg Abel Made Major Additions to Alphabet and Delta Last Quarter While Berkshire Bought Back $4.4 Billion of Its Own Stock. Is This a Buying Signal Investors Should Watch?

Impact · against what's priced in

The reported Q2 portfolio changes are non-catalysts as they primarily confirm existing institutional confidence in GOOGL and DAL without addressing the structural growth or margin expansions the market currently declines to pay for. Berkshire's aggressive buyback of its own shares provides a positive signal of intrinsic value but does not shift the fundamental outlook for the holdings.

DAL+0.10: Already priced in
The price assumes

Greg Abel Made Major Additions to Alphabet and Delta Last Quarter While Berkshire Bought Back $4.4 Billion of Its Own Stock. Is This a Buying Signal Investors Should Watch?

What matters in this story

Warren Buffett Paid About $1.3 Billion for Berkshire's Coca-Cola Shares. They're Now Worth About $37 Billion.

Greg Abel Made Major Additions to Alphabet and Delta Last Quarter While Berkshire Bought Back $4.4 Billion of Its Own Stock. Is This a Buying Signal Investors Should Watch?

What matters in this story

Warren Buffett Paid About $1.3 Billion for Berkshire's Coca-Cola Shares. They're Now Worth About $37 Billion.

How each ticker is affected

Connected tickers

Track these names every morning.

Greg Abel's Berkshire Hathaway Collected $479 Million in Dividends Last Year from an American Express Stake That Cost $1.3 Billion. You Can Put the Same Principles to Work for Yourself.

Here's What History Says Q4 Will Bring for American Express (AXP) Stock

Meet Warren Buffett Successor Greg Abel's Newest Investment: Bending Spoons. Should Investors Follow Suit and Buy the Stock?

Berkshire's Mind-Bender

Greg Abel Made Major Additions to Alphabet and Delta Last Quarter While Berkshire Bought Back $4.4 Billion of Its Own Stock. Is This a Buying Signal Investors Should Watch?

What matters in this story

Next reads from the same story arc

Warren Buffett Paid About $1.3 Billion for Berkshire's Coca-Cola Shares. They're Now Worth About $37 Billion.

Greg Abel Made Major Additions to Alphabet and Delta Last Quarter While Berkshire Bought Back $4.4 Billion of Its Own Stock. Is This a Buying Signal Investors Should Watch?

What matters in this story

Next reads from the same story arc

Warren Buffett Paid About $1.3 Billion for Berkshire's Coca-Cola Shares. They're Now Worth About $37 Billion.

How each ticker is affected

Connected tickers

Track these names every morning.

Greg Abel's Berkshire Hathaway Collected $479 Million in Dividends Last Year from an American Express Stake That Cost $1.3 Billion. You Can Put the Same Principles to Work for Yourself.

Here's What History Says Q4 Will Bring for American Express (AXP) Stock

Meet Warren Buffett Successor Greg Abel's Newest Investment: Bending Spoons. Should Investors Follow Suit and Buy the Stock?

Berkshire's Mind-Bender