tag, and the title must be under 100 characters. The original title is “Billionaire Warren Buffett Sold 39% of Berkshire’s Stake in Bank of America and Is Piling Into an Industry Leader That’s Gained Almost 48,000% Since Its IPO”. That’s way over 100 characters. Need to shorten it. Maybe “Buffett Sells BofA, Buys Pool Corp. as Market Skepticism Grows” – but check the character count. Let me count: “Buffett Sells BofA, Buys Pool Corp. as Market Skepticism Grows” is 63 characters. Good. Now, the literary style. Phoebe Waller-Bridge’s voice is first-person, confessional, with a wry, cynical tone. The narrator should break the fourth wall, add personal, maybe slightly self-deprecating comments. The humor is understated, dark, and natural. The original article is about Buffett selling BofA and buying Pool Corp. As a market skeptic, I need to question the motives, highlight potential risks, and add a critical perspective. But in a way that’s engaging and in the style of Waller-Bridge. Start with the title in . Then, the HTML structure. The original has an image, paragraphs, headings, and stock charts. Need to keep those. First The user mentions earnings season and 13F filings. As a skeptic, I might question the significance of these filings, maybe imply that they’re just another layer of complexity in the market. Use a first-person voice, like “You know, the whole thing about earnings season… but let’s be honest, who really cares?” Next, the 13F filing. Maybe add a comment about how even the most respected investors have their own agenda. “Warren Buffett, the guy who’s been running Berkshire for 60 years… but let’s not get too carried away.” When talking about Buffett’s returns, a skeptic might question if that’s sustainable or if it’s just luck. “Average a 20% return over 60 years? Sure, but what’s the catch?” When discussing selling BofA, the skeptic might wonder if Buffett is just cashing in, or if there’s a deeper reason. “Buffett’s been selling like it’s a fire sale… but why? Maybe he’s seen the writing on the wall.” For Pool Corp., the skeptic might question if the high valuation is justified. “Pool Corp. has gained 48,000%… but at what cost? Maybe it’s a bubble waiting to burst.” Incorporate the Phoebe Waller-Bridge elements: first-person, breaking the fourth wall. For example, “You know, I’ve never trusted a man who’s been in the same job for 60 years. It’s either dedication or a lack of imagination.” Use understated humor. Maybe a comment about the stock charts being “as reliable as a weather forecast in a hurricane.” Check for any template-like content and replace with original analysis. Ensure that the critical perspective is present without being overtly negative. Balance between skepticism and the facts. Finally, add one emoji at the end of the last paragraph. Maybe 📉 for a market skeptic’s touch. Make sure all the shortcodes and images are retained. No span tags, no colors. Title in tag. Check HTML structure for correctness. Now, putting it all together, ensuring the flow is natural, the voice is consistent, and all parameters are met.End of Thought (12.94s) Buffett Sells BofA, Buys Pool Corp. as Market Skepticism Grows You know, the whole thing about earnings season—those six weeks where everyone pretends to care about quarterly results—feels less like a ritual and more like a circus. But here’s the kicker: the real show is the 13F filings. You know, those documents where institutional investors confess their stock sins. And no one’s confession is more scrutinized than Warren Buffett’s. Even if it’s just a bunch of numbers, it’s like watching a magician pull a rabbit out of a hat. You’re not sure if it’s real or just smoke. A 13F filing? It’s the financial equivalent of a therapist’s note. You have to file it if you manage over $100 million, and it’s basically a list of “I bought this, I sold that.” But when the name on the list is Warren Buffett, it’s less of a report and more of a warning label. You start wondering: is this guy a genius or just really good at playing the long game? Or both? Berkshire Hathaway’s Class A shares have gone up 5,868,000% over 60 years. That’s not a number; it’s a punchline. But here’s the thing: averages lie. If you average 20% annual returns for six decades, you’re either a wizard or you’ve never had to deal with a recession. And let’s be honest, Buffett’s never been one to panic. But what happens when the next recession comes? Does he just… keep buying? Since October 2022, Buffett’s been selling like it’s a fire sale. $174.4 billion in sales, 401 million shares of Bank of America dumped. It’s like he’s saying, “I’m out. This isn’t for me anymore.” But why? Is it because he’s finally seen the writing on the wall, or is it just his way of keeping things interesting? The man’s a legend, but legends can be wrong. And when they are, it’s not pretty. Warren Buffett dumped over 401 million shares of BofA from Berkshire’s portfolio Bank of America was once a cornerstone of Berkshire’s portfolio. Now? It’s a ghost. Buffett sold 39% of his stake, which is like throwing a party and then leaving halfway through. The timing? July 2024. Why that date? Because Berkshire has to report transactions when it holds over 10% of a company. It’s like the stock market’s version of a tax audit. You know it’s coming, but you still feel the pressure. Profit-taking? Maybe. But Buffett’s also been talking about rising corporate taxes. If that’s the case, why not sell Apple instead? Or is it because BofA’s stock is now trading at a 31% premium to book value? That’s not a discount anymore. It’s a premium. And Buffett? He’s not the type to pay full price. Unless he’s trying to convince himself he’s still in control. [stock_chart symbol="NYSE:BAC" f_id="202908" language="en"] But here’s the real question: does Buffett actually believe in BofA anymore? Or is he just hedging his bets? The man’s been in the game for 60 years. He’s seen cycles. He knows that when the Fed eases, banks like BofA could struggle. And yet, he’s still holding on. Maybe it’s not about the money. Maybe it’s about the story. Berkshire’s billionaire chief has purchased this outperformer for three straight quarters On the flip side, Buffett’s been buying Pool Corp. for three quarters straight. That’s not a casual purchase; that’s a commitment. And Pool Corp.? It’s the kind of stock that makes you wonder if Buffett’s lost his edge. Since its IPO in 1995, it’s gone up 48,000%. That’s not growth; that’s a miracle. Or a bubble. Or both. Pool Corp. has this weird, recurring revenue model. It’s like the razor-and-blade business, but for pools. You buy the equipment, and then you keep paying for maintenance. It’s predictable, which is great—until it’s not. The economy isn’t always expanding. And when it’s not, people stop building pools. But Buffett? He’s a long-term investor. He’s playing the odds. And let’s face it, the odds are in his favor… until they’re not. [stock_chart symbol="NASDAQ:POOL" f_id="205033" language="en"] Pool’s also investing in software, which sounds impressive until you realize that software is just another way to pad margins. And Buffett? He’s a sucker for share buybacks. He likes them because they make you feel like you’re getting something for nothing. But here’s the thing: when a company’s stock is trading at 28 times forward earnings, it’s not a deal. It’s a gamble. And Buffett? He’s not known for taking risks. Unless he’s trying to prove he still can. So here we are, watching the Oracle of Omaha play his game. Selling BofA, buying Pool Corp. It’s all very… dramatic. But let’s not get too carried away. Markets are fickle. Buffett’s a legend, but even legends have their limits. And when the next downturn hits? We’ll find out if he’s a genius or just really good at playing the long game. 📉