Berkshire triplicó Google y Druckenmiller lo liquidó: ¿quién tiene razón?

Watch the full episode here 👉    • La acción que todos los grandes compraron   Who's right about Google: Berkshire, which tripled its position, or Druckenmiller and Ackman, who almost completely liquidated it? The Q1 2026 earnings reports have been released—the first for Berkshire Hathaway under Greg Abel—and the moves by major fund managers tell a story that no social media summary will fully capture. In this episode, Javier Morodo breaks down what the biggest funds on Wall Street bought and sold, and why copying these reports without understanding their blind spots is a mistake.