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RE: LeoThread 2025-07-01 12:43

in LeoFinance3 months ago

Part 5/9:

Key sell-offs included:

  • Phillips 66: Selling off $1.3 billion worth, raising eyebrows about his previous long-term intentions.

  • Charter Communications and American Airlines: These positions were trimmed possibly to offset increased stakes in Delta and Southwest.

  • Wells Fargo: Buffett's sale of $260 million wasn’t a vote of no confidence but merely a housekeeping measure to keep his holdings under 10% for regulatory reasons.

Frankel advises investors to dig deeper into the reasons behind plays in the 13F filings rather than taking sales at face value.

President Trump’s Proposal on Earnings Reporting

The Proposal