Berkshire scarica ma... Ackman compra Microsoft: cosa ci stanno dicendo davvero i nuovi 13F

from Colazione a Wall Street: rilassati, parliamo di soldi! · host Colazione a Wall Street

Nuova puntata di Colazione a Wall Street dedicata all’analisi dei nuovi SEC filing 13F dei grandi investitori. Abel rivoluziona Berkshire Hathaway, Ackman scommette su Microsoft e l’AI, Druckenmiller ruota il portafoglio. Analizziamo cosa stanno comprando e vendendo davvero i big della finanza e la vera chiave di lettura dei mercati globali.

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This episode is 12 minutes long.

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This episode was published on May 16, 2026.

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