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Berkshire's recent new investments include Domino’s Pizza and Pool Corp, which both align with Buffett’s preference for strong, established businesses. Despite trimming his portfolio, Buffett’s refusal to engage in market hysteria exemplifies his defensive stance during an overheated economic climate.
Bill Ackman: Strategic Bets in a Shifting Landscape
Bill Ackman, an activist investor and founder of Pershing Square Capital, has also been making waves in the market. Managing approximately $12 billion in assets, Ackman notably increased his stake in Brookfield Corp, making it a significant portion of his portfolio. Despite buying during a rising stock price, Ackman’s confidence in Brookfield’s long-term prospects mirrors his previous successful investments.