Warren Buffett's Last Move Was Selling Amazon And Buying This Stock Instead
Key Points:
- Warren Buffett's Berkshire Hathaway significantly reduced its Amazon holdings in Q4 2025, selling 7.7 million shares, or about 75% of its position, despite Amazon's strong market leadership and growth in AI infrastructure demand.
- Buffett made a notable investment in the New York Times Company, purchasing over 5 million shares worth $352 million, reflecting his preference for established, trusted brands with strong consumer loyalty.
- The New York Times has shown robust performance with a 52.8% stock increase over the past year, growing digital subscriptions to 12.21 million and achieving double-digit growth in digital advertising revenue.
- The company continues to innovate, introducing new features like TikTok-style videos on its app and securing