The New Berkshire Playbook: 5 Stocks Warren Buffett & Greg Abel Is Buying Right Now
Berkshire Hathaway is quietly undergoing one of the most significant portfolio overhauls in its modern history. With the legendary Warren Buffett officially stepping down as CEO and handing the reins to Greg Abel, the investment strategy has taken a highly concentrated and aggressive turn. In this video, we go inside Greg Abel's newly constructed, recession-proof portfolio. We analyze the dramatic "clean sweep" where Berkshire exited 16 different stock positions—including high-profile names like Visa, Mastercard, and Amazon—to raise nearly $400 billion in cash reserves. From there, we dive deep into the five massive anchors they still own (Apple, American Express, Coca-Cola, Bank of America, and Alphabet) and analyze the top five stocks they are actively adding (Alphabet, Delta Air Lines, Macy's, Lennar, and The New York Times Company). Finally, we systematically rank these nine unique businesses to find the ultimate risk-to-reward pick for any economic environment. 0:00 start 0:45 The New Captain and the Clean Sweep 2:15 The Anchor: Top 5 Holdings of Berkshire 5:45 The New Bets: Top 5 Added Stocks 8:45 The Systematic Ranking 9:50 Outro #BerkshireHathaway #GregAbel #WarrenBuffett #Investing #ValueInvesting #StockMarket #DividendTalk
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