The Oracle is gone. Vanished into the ether of accumulated wealth and cherry phosphates. Buffett’s retired. SIX DECADES. A lifetime of compounding, of sniffing out value in a world drowning in…well, everything. And now? Now we have Abel. Greg Abel. The guy who spent years quietly managing the bits and pieces Buffett didn’t deem worthy of direct attention. A technician. A…caretaker. And the market, predictably, is holding its breath. Waiting for the other shoe to drop. Or, more accurately, for Abel to make a move that isn’t just more of the same. The pressure is enough to curdle milk.
Berkshire Hathaway, a behemoth built on prudence and patience, is sitting on nearly $382 BILLION in cash. Cash! In this climate? It’s obscene. It’s practically an invitation to be fleeced. And everyone expects Abel to go shopping. To swoop in and grab some undervalued prize. But the signals…the whispers…they’re pointing in a different direction. A decidedly uncomfortable direction.
The Unwinding Begins
Kraft Heinz. That’s where the first cracks are appearing. A prospectus supplement filed with the SEC. A subtle hint. A polite cough before the screaming starts. Berkshire, holding a 27.5% stake, is potentially prepping to dump a massive chunk of its shares. 325 MILLION shares! That’s not trimming the fat, folks. That’s a lobotomy. And it’s happening because both Buffett and Abel, privately, loathed the whole merger in the first place. A colossal error of judgement. The kind of thing that keeps a seasoned investor up at night, clutching a bottle of something strong.
Berkshire Hathaway might be getting ready to sell a lot of its Kraft Heinz stock. (Warren Buffett and Greg Abel previously expressed disappointment in the company’s plan to split up.) pic.twitter.com/eqE3Kl4DMC
Kevin Carpenter (@kejca) January 20, 2026
They tried to Frankenstein together two failing empires, and now they’re admitting it was a mistake. A spectacularly expensive mistake. Kraft Heinz, despite all the cost-cutting and brand-shedding, is still a sluggish beast. Splitting it into two doesn’t fix the underlying problem. It just creates two smaller, equally sluggish beasts. Abel isn’t sentimental. He doesn’t care about legacies or “fixing” things. He sees a problem, and he’s willing to take a scalpel to it. And that, my friends, is terrifying. And exhilarating.
But Kraft Heinz is just the opening act. The prelude to a much larger unraveling. Apple and Bank of America…those are the real targets. Buffett was already quietly shedding those holdings, but Abel is about to accelerate the process. A full-scale exodus. He’s not afraid to admit when he’s overexposed. When the risk outweighs the reward. And in this market, the risks are multiplying faster than rabbits on a sugar rush.
The Valuation Purge
Apple. A magnificent machine, yes. But a wildly overvalued one. Buffett bought in when it was a scrappy underdog. Now it’s a bloated behemoth trading at a P/E ratio that would make a venture capitalist blush. And Abel, the pragmatic technician, sees that. He sees the stagnation. The lack of genuine innovation. The reliance on subscription services to mask the decline in hardware sales. He’s not buying the hype. And he’s certainly not willing to pay a premium for it.
Bank of America is another story. A slightly less egregious case of overvaluation, but still…a risk. The bank is heavily reliant on interest rates, and with the Federal Reserve signaling a shift in policy, the writing is on the wall. Abel isn’t interested in betting on future rate hikes. He’s interested in preserving capital. And that means shedding assets before they become liabilities.
Everyone’s waiting for Abel to make a grand purchase. A bold statement. A signal that he’s going to chart a new course for Berkshire Hathaway. But they’re looking in the wrong place. The real story isn’t about what Abel is buying. It’s about what he’s selling. It’s about the unraveling of a carefully constructed empire. It’s about a cold, calculating technician taking the reins and making the hard choices. And it’s going to be a wild ride. Strap yourselves in. It’s going to be a beautiful, terrifying mess.
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2026-01-23 14:15