Buffett’s Big Trump Era Bet

Posted by Premium Research via Seeking Alpha

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Summary

Berkshire buys $12 billion of stock since election.

This move was largely Buffett’s.

Walgreens recuts Rite Aid deal.

Berkshire Hathaway

Berkshire (BRK.A/BRK.B) substantially grew its equity portfolio after the US presidential election. They had slightly over $100 billion in shares before the election and increased it by over 10% with new purchases since then. Next month, we will go through the specific securities purchased. The new purchases could be new positions or increases of current ones.

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