ECLC
11:59
Think: good move that the "Oracle of Omaha" retreats to be defensive in uncertain times.

Reflect: needs discipline to hold cash as took some profits last quarter but itch to buy on dips depletes funds again.

13F | Buffett’s Final Move for Berkshire? Any Insights?
Warren Buffett’s final portfolio adjustment before stepping down as CEO is more than just another 13F filing. Berkshire’s portfolio rose to $274 billion, with top ten holdings still accounting for 88% of total assets — classic Buffett concentration. Yet meaningful shifts occurred beneath the surface. Apple was trimmed for the third straight quarter. Amazon was cut by over 77%. Any insights from 13F? What's next for Berkshire? Is tech too expensive now?
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