Warren Buffett’s Last Hurrah

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 18 February 2026

⏱️ 18 minutes

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Summary

We got the final filing of Berkshire Hathaway’s stock holdings this week and it once again showed Warren Buffett selling tech stocks to buy consumer goods companies. Then we discussed Netflix’s latest saga buying Warner Bros. Discovery and why homebuilders are building fewer homes. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Buffet’s final stock buys - Netflix gives Paramount one more shot - Homebuilder trends Companies discussed: Toll Brothers (TOL), Apple (AAPL), Netflix (NFLX), Warner Bros. Discovery (WBD). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd, Kristi Waterworth Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We learned this week what Warren Buffett's final stock buys were.
0:08.5	So what was his last hurrah?
0:10.5	Motley Fool Money starts now.
0:16.0	Welcome to Molly Full Money. I'm Travis Hoy. I'm joined today by Lou Whiteman and Rachel Warren.
0:25.3	And guys, we got some information. We're starting to see those filings of what hedge funds and big companies are owning in their portfolios, at least as of the end of 2025.
0:35.0	One of the interesting ones came from Warren Buffett.
0:38.6	He added some New York Times, some chubb of all companies.
0:43.9	But Lou, what did we learn from this filing and what do we think about Buffett and the
0:49.3	Berkshire ecosystem now that Greg Abel is technically in charge?
0:53.5	Yeah.
0:53.8	So first of all, we should caveat.
0:55.6	These are Berkshire moves.
0:57.3	There's more than one person there, so it's not Buffett buying and selling.
1:00.3	But you would think he at least gets a notification.
1:04.0	He's got his chime on his iPhone.
1:06.5	Yeah.
1:07.3	You'd think they run it by him either way, right?
1:10.3	Look, selling tech to buy media is the
1:13.4	most boomer move ever. But, you know, kidding aside, I think this is a boomer portfolio.
1:19.9	The portfolio's maturity and what they're after, you really see it here. Here's the dilemma,
1:25.8	and it's interesting because, you know, Greg Abel, in one sense,
1:28.8	he inherited the earth, in the other sense, he has the toughest job in America.
	...

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