Greg Abel's Latest Pick Speaks Volumes About Berkshire Hathaway's New Strategy
Key takeaways
- James Brumley, The Motley Fool Thu, June 4, 2026 at 8:05 PM GMT+7 4 min read BRK-B TMHC GOOG NVDA Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) continues to evolve under CEO Greg Abel s leadership.
- Rather, the latest pick that speaks volumes about Berkshire s new direction is Sunday s news that it s acquiring the entire publicly traded Taylor Morrison Home (NYSE: TMHC) for $8.5 billion.
- In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
James Brumley, The Motley Fool Thu, June 4, 2026 at 8:05 PM GMT+7 4 min read BRK-B TMHC GOOG NVDA Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) continues to evolve under CEO Greg Abel s leadership. Sure, the recently announced addition of another $10 billion worth of Alphabet stock is an obvious change. But it s not a particularly noteworthy one, in that Berkshire already owned more than $20 billion worth of Google s parent company.
Rather, the latest pick that speaks volumes about Berkshire s new direction is Sunday s news that it s acquiring the entire publicly traded Taylor Morrison Home (NYSE: TMHC) for $8.5 billion. It will then delist its stock, making it a wholly owned private holding. It s another layer of evidence that Abel and his lieutenants are losing interest in being mere shareholders and, ultimately, at the mercy of the market, and would rather outright own businesses they can control.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »