Berkshire Hathaway, the renowned conglomerate helmed for decades by the legendary investor Warren Buffett, has initiated a dramatic and highly consequential transformation in its investment portfolio. In a move that caught the attention of financial analysts and market watchers worldwide, the company has chosen to divest more than three-quarters of its substantial holdings in Amazon—reducing its exposure to the technology giant by over 75%. This sizable reduction signals not only a shift in capital allocation but also a possible recalibration of Berkshire’s confidence toward the long-term growth trajectory of major technology firms.
Concurrently, Berkshire Hathaway has embarked upon a new strategic chapter by venturing into the media sector through a fresh investment in The New York Times. This decision, marking the final major investment under Buffett’s leadership as chief executive officer, serves as a symbolic and practical statement on the evolving philosophy that underpins the company’s approach to value creation. The move suggests that while Berkshire continues to respect the innovations and earnings potential of the technology industry, it now perceives renewed promise—and perhaps stability—in the domain of information, journalism, and media influence.
This transition, therefore, can be interpreted as a broader commentary on the changing dynamics of global investment priorities. By selling off a significant portion of its Amazon holdings and concurrently investing in a prestigious media institution, Berkshire Hathaway demonstrates both adaptability and strategic foresight. It reflects an awareness that the balance between technology-driven enterprises and media-driven capital may be entering a new era—one where credibility, intellectual property, and information control regain prominence as competitive advantages.
For investors and observers, this moment serves as a case study in strategic portfolio evolution. It illustrates how even long-established conglomerates, guided by conservative and fundamentally oriented principles, must periodically reassess their exposure to fast-moving sectors. The decision highlights Buffett’s enduring discipline: an insistence on aligning capital with long-term value rather than short-term market trends. Moreover, it provokes compelling questions about the future. Will the pendulum of investor enthusiasm swing away from high-growth technology firms toward more content-centric industries? How might this repositioning influence broader market sentiment?
Ultimately, Berkshire Hathaway’s latest pivot reinforces its reputation for thoughtful, principle-driven adaptability. It underscores the notion that prudent investing requires not merely maintaining profitable positions but also possessing the foresight to evolve alongside societal and technological transformations. As Buffett prepares to pass the torch, this transaction encapsulates both the continuity of his value-investing legacy and the company’s readiness to embrace a world where the intersections of technology, media, and influence define the next frontier of capital growth.
Sourse: https://www.bloomberg.com/news/videos/2026-02-18/berkshire-slashes-stake-in-amazon-by-more-than-75-video
