The New York Times is considered a bad deal at its current price, trading over 73% more expensive than its sector, with concerns about competition and subscriber base.
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Without Buffett, Berkshire is FINALLY Going All-In on AI!
Sep 6, 2026
This video analyzes Berkshire Hathaway's recent SEC filings, highlighting a significant shift in their investment strategy post-Warren Buffett. The conglomerate invested over $17 billion in just five stocks, with a substantial portion going into Google (GOOGL/GOOG). The creator views this move into AI-focused tech as a positive departure from Berkshire's historical preference for more traditional, lower-growth companies.
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Berkshire Hathaway invested over $270 million in Lennar, a homebuilder hit by higher rates, which has seen its stock fall over 50%; the creator suggests it could be an opportunity for value investors despite current struggles.
The creator strongly prefers investing in Amazon due to its dominant position in online shopping and its ability to pose an existential threat to competitors like Macy's.
While Berkshire Hathaway invested heavily in Macy's, seeing it as a cheap value play, the creator views it as uninvestable long-term due to Amazon's threat, placing it last in rankings.
Berkshire Hathaway has invested heavily in Delta Airlines (DAL), which is now showing promise with a "dirt cheap" valuation due to a successful shift to premium offerings and loyalty programs.
Berkshire Hathaway is making a significant, long-term investment in AI, despite the stock's recent appreciation and high capex spending.
Nvidia's GPUs are mentioned as a key component in the AI hardware race, which Google is navigating by developing its own TPUs.
Apple remains Berkshire Hathaway's top holding, and its significant exposure to AI is noted as part of the conglomerate's evolving tech investment strategy.