š¤£š¤£ Burry getting run over in his shorts, let alone the opportunity cost of missing the greatest trade of a generation (AI Infra) is now taking shots at Berkshire
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 āfat pitches.ā Berkshire spent heavily on buybacks, equities and acquisitions, reducing its cash pile. Others disagree, arguing Abel remains disciplined and Berkshireās strong balance sheet, earnings growth and cash deployment continue to support the investment case.
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