Burry: Abel Eager to Deploy Capital, Berkshire Has Lost Its Investment Appeal
Alina Collins
Michael Burry says his biggest fear about Berkshire has come true — successor CEO Greg Abel lacks Buffett's discipline to wait for the "fat pitch," and he no longer sees Berkshire as an attractive investment.
What exactly is Burry saying?
Burry posted on X that his biggest concern about Berkshire has come true.
The core charge is singular: successor CEO Greg Abel lacks Buffett's patience and discipline to wait for the "fat pitch."
This means → Burry believes Abel may deploy capital at prices that aren't cheap enough, diluting Berkshire's long-term return quality.
What does "fat pitch" mean?
"Fat pitch" is a baseball metaphor Buffett borrowed — swing only when the price is deeply undervalued, and hold cash the rest of the time.
In plain terms = "better to miss than to overpay." That single rule has defined Buffett's investment discipline for decades.
Burry's worry is that once Abel takes the helm, that discipline may not hold.
What is Burry's bottom line?
He states it outright: "I no longer view Berkshire as an attractive investment."
This reflects a deeper question — market confidence in post-Buffett Berkshire is splitting.
For now, Burry has only spoken on social media; no public portfolio changes have been disclosed, but his stance is unambiguous.
Content is for reference only, not financial advice.