Michael Burry Says Buffett Just Made A HUGE Mistake
2 extracted signals · 0 resolved · 2 still active
Finance BureauIndependent analyst profile- Source published
- 15 Aug 2026, 16:00 UTC
- Recorded by Tahlil Plus
- 15 Aug 2026, 17:44 UTC
AI-generated source summary
Berkshire Hathaway, under new CEO Greg Abel, is undergoing a strategic shift, marked by increased equity investments and accelerated share buybacks. The company has significantly boosted its stake in Alphabet (GOOGL/GOOG) by 83%, now holding a total of $30 billion across its Class A and Class C shares, with Class A shares bought at $351.81 and Class C at $348.20. This significant investment signals confidence in AI and tech companies. Berkshire also re-entered the airline industry with a $2.6 billion stake in Delta Air Lines (DAL), buying at a reported 24% premium. A smaller $55 million stake was taken in Macy's (MACY) at $20 per share. Analysts like Brian Meredith from UBS maintain a 'Buy' rating on BRK.A, raising their price target to $906,011, citing strong fundamentals and cash deployment. However, some skepticism exists, with Michael Burry reportedly shorting NVDA and Palantir, viewing some of Abel's moves as 'framework gestures' rather than substantial investments. His concerns stem from a belief that market valuations are stretched, citing historical high CAPE ratios that preceded weak returns. The market's current high valuation, with S&P 500's CAPE ratio at 41.2x, is a point of concern for bears, indicating potential overvaluation.
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