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BURRY: BERKSHIRE HAS LOST ITS BUFFETT EDGE Michael Burry says Berkshire Hathaway is no longer attractive under CEO Greg Abel, questioning his capital-allocation discipline. Burry argues Abel is deploying cash too aggressively in an expensive market instead of waiting for Buffett-style “fat pitches.” Berkshire spent heavily on buybacks, equities and acquisitions, reducing its cash pile. Others disagree, arguing Abel remains disciplined and Berkshire’s strong balance sheet, earnings growth and cash deployment continue to support the investment case.

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34 replies collected of 35 X reports
JMan @JManCapital ·

@DeItaone Lol 😂

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Stealthct @Stealthct_Storm ·

@DeItaone Burry is the one that lost the edge

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Code & Capital @codecapital26 ·

@DeItaone Ask him about bis palantir and nebius Short

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Shhh.. @ShhhhhCalm ·

@DeItaone Michael Burry is using AI to warn us that AI is a bubble .. 😂 When the man who predicted the last collapse needs the very technology he’s condemning to deliver the warning… the bubble isn’t just in the markets .. It’s in the mind .. 😂 Poor burry @michaeljburry

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TradeLad @tradeladhk ·

@DeItaone While Burry never had an edge

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Daniel✞ @danielwon80 ·

@DeItaone Sitting on $365B+ forever isn’t a strategy either. Deploying capital in a disciplined way while the balance sheet stays fortress-strong is exactly what shareholders should want.

1
Chain Voyager @ChainVoyagerX ·

@DeItaone The real question isn’t whether Abel is spending Berkshire’s cash. It’s whether he can allocate capital with the same patience and discipline Buffett was known for. Berkshire’s next few moves will tell us a lot. 👀

BreakerzNshit @BreakerzNshit ·

@DeItaone so wall street longing BRK got it

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@DeItaone ☝️ And still hesitating now

Anslem @Anslemcrypt ·

@DeItaone Bullish momentum on the uprise

@DeItaone Buffett is Buffett. He is the GOAT of trading, investing of all time.

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Jay_Carter @Jay_Joysail ·

@DeItaone Love this breakdown! 🔥 Your daily stock picks and market views are always valuable. For stock screening, I only trust you and @BrianReid11BR. 🙌

65FBack @65FBack ·

@DeItaone He also just shorted $NBIS $CRWV 🤡

Nura Sabo Haruna @Nursabo112 ·

@DeItaone Interesting debate. 👀 Buffett’s patience was a huge part of Berkshire’s edge, so the real test for Greg Abel is whether he can deploy capital without sacrificing that discipline. The next few years should tell us a lot. 📊💰

Mohd Zuhaib @FinancialMelody ·

@DeItaone We’ll probably need a few years to know if Burry is right about this.

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Heidi Bell @hydmeister ·

@DeItaone abel ain't buffett and he doesnt need to be. markets are gonna play out this is what happens after a goddamn era ends.

D @Z09752769 ·

@DeItaone Burry makes his money by fearmongering his Substack, not by investing. That’s just perfect.

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bzt8r2.0 @bztr8r02 ·

@DeItaone They've been on the sidelines for 14 quarters. How much longer does he want them to wait???

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Wisdom Tooth @WisdomTooth87 ·

@DeItaone I wish Buffett remains in good health to witness the next collapse....

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Ted Trading Club @tedtradingclub ·

@DeItaone Berkshire’s discipline should be judged over cycles

X Farmer @ojj_joj ·

@DeItaone Burry is raising an important question about Berkshire’s post-Buffett era. 👀 The real test for Greg Abel will be whether his capital allocation can deliver strong returns without sacrificing the discipline that made Berkshire so successful. 📊

2fast4u @2fast4u_cya ·

@DeItaone Burry.......hahahaha

Robert Nass @nassquantum · 20K

@DeItaone Buffett’s edge was patience more than cash hoarding

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JooHyunRyu🌱 @midnightmusicth ·

@DeItaone 1.5% annualized growth still beat outright contraction fears many economists floated earlier this year. Avoiding the worst-case outcome is underrated news in a cycle obsessed with beating expectations.

Mongols @0xm0ngols ·

@DeItaone agree

Zack Tickman 🏀 @zacktickman ·

@DeItaone lol

Pikajew @PikachuJew ·

@DeItaone @data168 The same retard who thinks palantr is 1$

나비 @changemindlike ·

@DeItaone I would focus less on the noise and more on the direction. The trend is what will matter most over time.

Macro Bombastic @MacroBombastic · 10K

@DeItaone waiting for fat pitches is easier when you're not running berkshire

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Dan Mahoney @danmahoney49 ·

@DeItaone Buy Berkshire, if it goes down too much they will buy back the stock.

Impervious @Impervious38 ·

@DeItaone The Oracle of "Oh, man... Ahhh!!!"

MrktPulseAlpha @AlphaMrktPulse ·

@DeItaone well.. market barely reacted to Burry’s critique, which makes the call sound bigger than the stock move so far — -0.4%.

JohnnyUltimamente @Underthecosh1 ·

@DeItaone Dudes getting crushed on his $NBIS short

YNWA @YNWA_AB ·

@DeItaone Burry has lost his mind