Ackman SOLD. Buffett BOUGHT...Who Was RIGHT?!
1 extracted signal · 1 resolved · 0 still active
Ken Freeman, CFAIndependent analyst profile- Source published
- 28 Sept 2026, 10:00 UTC
- Recorded by Tahlil Plus
- 28 Sept 2026, 11:10 UTC
AI-generated source summary
The analysis contrasts two major investment strategies concerning Alphabet (GOOGL/GOOG) and Microsoft (MSFT). Bill Ackman's Pershing Square sold Alphabet shares, citing valuation concerns and a need to fund new investments, particularly in Microsoft. Berkshire Hathaway, under Warren Buffett and later Greg Abel, maintained and increased its Alphabet position, seeing long-term value despite short-term fluctuations. The video details Ackman's exit from his Alphabet stake, which resulted in a significant profit but also missed out on further upside. Conversely, Berkshire Hathaway's continued investment in Alphabet, coupled with strategic moves like the investment in Goldman Sachs during a financial crisis, highlights a different approach focused on long-term value and capital deployment. The analysis emphasizes the distinct decision-making processes of these investors, with Ackman taking a tactical, short-term approach by reallocating capital, while Buffett and Abel favor a strategic, long-term holding and building strategy, particularly in technology and infrastructure sectors.
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Ken Freeman, CFA
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