It is not clear what he is planning to do at this point. I thought market giants like walmart and Costco will grow bigger with people relying on them for everyday needs. As you mentioned, both Walmart and Costco are heavily focusing on their e-commerce side as well. May be he knows something we don't know.
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Buffett has been shuffling his deck of cards a lot this year, but this year has been weird for many.
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