I Portafogli dei Super Ricchi: l'erede di Buffett STRAVOLGE Tutto

The Post-Buffett Era: How Greg Abel Revolutionized Berkshire's Portfolio (13F Analysis) "The markets are like a church with a casino attached: the casino has become too attractive." These are the words of Warren Buffett, who has sold more shares than he bought for 14 quarters. Yet, for the first time since 1965, the latest 13F filing with the SEC was signed not by him, but by his successor, Greg Abel. It's not a retouching, but a purge: 16 positions eliminated, shares plummeted from 42 to 29, and a $16 billion bet that breaks the historic taboo on technology. In this 15-minute video, we analyze Berkshire Hathaway's regime change. We'll look at why the group is accumulating cash (with the Buffett Indicator over 230%), the details of the raid on Alphabet (Google), and the purge of giants like Visa and Amazon. Finally, you'll discover "the three Cs," the method used by super investors to understand when to sell a stock. What you'll discover in this video: 📍 The 13F of the Turning Point: Greg Abel's new signature and the radical cleanup of the institutional portfolio. 📍 Buffett Indicator and PAC: Why the stock market/GDP ratio above 230% pushes you to sell and what changes it makes for your ETFs. 📍 The $16 Billion on Alphabet: The massive purchase of Google Class A and C shares just before record earnings. 📍 The 16 Zeroed Positions: The final farewell to Visa, Mastercard, and Amazon, and the strategic sell-off of Chevron at its peaks. 📍 The Apple Factor: Why the purge stalled at 227 million shares, leaving it as a bridge between two eras. 📍 The 3 Rules of Selling (The Three Cs): The system based on Business Change, Cost (valuation), and Cash (better opportunities). ✅ My Broker I've Always Used INTERACTIVE BROKERS: 👉https://www.interactivebrokers.ie/mkt... 📲 SCALABLE Capital: My Broker for Stocks and ETFs 👉https://partner.scalable-capital.de/g... ⏱️ VIDEO CHAPTERS (Duration 15:00): 00:00 The End of an Era: Warren Buffett's First Unsigned 13F Form 01:30 Greg Abel at the Helm: Who's the Man Leading the New Berkshire Hathaway 03:00 The Quarterly Numbers: 14 Consecutive Quarters of Sales Net 4:30 AM The Buffett Indicator Over 230%: Why the "Bank" Is Accumulating Cash 6:00 AM The Taboo Broken: The Billion-Dollar Bet on Alphabet Class A and Class C 7:30 AM Perfect Timing: Google's Record Earnings and the Growth of the Cloud 9:00 AM Total Purge: The Wiping Out of Visa, Mastercard, Amazon, and UnitedHealth 10:30 AM Selling at the Highs: The Chevron Case and Cashing In at the Peak of Fear 12:00 PM The Apple Factor and the Crucial Difference Between Concentration and Gambling 1:30 PM The "Three Cs" Method: The 3 Fundamental Questions for Deciding When to Sell 2:30 PM The Real Advantage of Small Investors Against Wall Street Giants SOURCES AND DOCUMENTATION (Direct and Verified Links): 🏛️ SEC – Berkshire Hathaway Official 13F Portfolio Filing: 👉 https://www.sec.gov/Archives/edgar/da... ✉️ Berkshire Hathaway – Shareholder Letters & Annual Reports Archive: 👉 https://www.berkshirehathaway.com/let... 🏢 Berkshire Hathaway – Official Corporate Website: 👉 https://www.berkshirehathaway.com 🦅 SEC – Pershing Square Capital Management (Bill Ackman) Official 13F: 👉 https://www.sec.gov/Archives/edgar/da... 🦅 SEC – Baupost Group (Seth Klarman) Official 13F Filing: 👉 https://www.sec.gov/Archives/edgar/da... 🦅 SEC – ARK Investment Management (Cathie Wood) Portfolio Tracker: 👉 https://www.sec.gov/edgar/browse/?CIK... WHO IS MARCO CASARIO: Professional entrepreneur and investor with over 20 years of experience. He helps thousands of savers navigate financial markets with awareness and a scientific approach. Founder of Quantaste and author for Hoepli. Regularly cited by RAI, Sole 24 Ore, and SKY TG24 as a point of reference for independent financial education in Italy. Google Scholar: https://scholar.google.nl/citations?h... MY BOOKS (Published by Hoepli): 📘 The 4 Pillars of Financial Independence 👉 https://www.amazon.it/dp/8836020763 📙 Investing in the Short and Long Term (The book mentioned in the video) 👉 https://amzn.eu/d/06pdqfhq 📲 Join the free Telegram channel for daily macroeconomic updates: 👉 https://t.me/the10mintraderofficial 🌞 QUANTASTE: The quantitative app to find your statistical edge against the markets ►► https://quantaste.com