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.
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…
— *Walter Bloomberg (@DeItaone) August 12, 2026